GeoWealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13K | Buy |
49
+2
| +4% | +$46 | ﹤0.01% | 1168 |
|
|
2025
Q1 | $1.08K | Buy |
47
+19
| +68% | +$438 | ﹤0.01% | 1036 |
|
|
2024
Q4 | $630 | Buy |
+28
| New | +$630 | ﹤0.01% | 1721 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1690 |
|
|
2021
Q3 | – | Sell |
-102
| Closed | -$3K | – | 400 |
|
|
2021
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 269 |
|
|
2021
Q1 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 203 |
|
|
2019
Q4 | – | Sell |
-99,192
| Closed | -$2.67M | – | 190 |
|
|
2019
Q3 | $2.67M | Buy |
+99,192
| New | +$2.67M | 0.6% | 35 |
|