GPS Wealth Strategies Group’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 | $15.7K | Hold |
677
| – | – | ﹤0.01% | 912 |
|
|
2025
Q1 | $15.7K | Hold |
677
| – | – | ﹤0.01% | 889 |
|
|
2024
Q4 | $15.4K | Buy |
677
+3
| +0.4% | +$68 | ﹤0.01% | 857 |
|
|
2024
Q3 | $16K | Buy |
674
+6
| +0.9% | +$143 | ﹤0.01% | 847 |
|
|
2024
Q2 | $15.2K | Buy |
+668
| New | +$15.2K | ﹤0.01% | 820 |
|
|
2023
Q4 | – | Sell |
-140
| Closed | -$3.1K | – | 1302 |
|
|
2023
Q3 | $3.1K | Hold |
140
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q2 | $3.23K | Buy |
+140
| New | +$3.23K | ﹤0.01% | 1051 |
|