Golden State Equity Partners’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 | $338K | Hold |
14,550
| – | – | 0.06% | 319 |
|
|
2025
Q1 | $337K | Hold |
14,550
| – | – | 0.07% | 317 |
|
|
2024
Q4 | $330K | Buy |
+14,550
| New | +$330K | 0.06% | 318 |
|
|
2024
Q3 | – | Sell |
-14,550
| Closed | -$332K | – | 889 |
|
|
2024
Q2 | $332K | Buy |
+14,550
| New | +$332K | 0.07% | 300 |
|
|
2023
Q4 | $221K | Buy |
+9,500
| New | +$221K | 0.05% | 329 |
|
|
2023
Q3 | – | Sell |
-9,000
| Closed | -$208K | – | 351 |
|
|
2023
Q2 | $208K | Buy |
+9,000
| New | +$208K | 0.06% | 344 |
|