Greenup Street Wealth 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 | – | Sell |
-21,470
| Closed | -$497K | – | 104 |
|
|
2025
Q1 | $497K | Sell |
21,470
-74,963
| -78% | -$1.74M | 0.1% | 75 |
|
|
2024
Q4 | $2.19M | Sell |
96,433
-40,463
| -30% | -$919K | 0.43% | 41 |
|
|
2024
Q3 | $3.25M | Buy |
136,896
+22,140
| +19% | +$526K | 0.67% | 32 |
|
|
2024
Q2 | $2.62M | Buy |
114,756
+78,738
| +219% | +$1.79M | 0.62% | 35 |
|
|
2024
Q1 | $828K | Buy |
36,018
+9,746
| +37% | +$224K | 0.21% | 56 |
|
|
2023
Q4 | $612K | Buy |
+26,272
| New | +$612K | 0.17% | 60 |
|