GS Investments’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
$249K Sell
10,708
-2,640
-20% -$61.4K 0.11% 73
2025
Q1
$309K Sell
13,348
-172
-1% -$3.98K 0.15% 71
2024
Q4
$307K Sell
13,520
-772
-5% -$17.5K 0.14% 71
2024
Q3
$340K Sell
14,292
-600
-4% -$14.3K 0.15% 69
2024
Q2
$339K Sell
14,892
-600
-4% -$13.7K 0.16% 68
2024
Q1
$356K Buy
15,492
+40
+0.3% +$920 0.17% 70
2023
Q4
$360K Sell
15,452
-2,020
-12% -$47.1K 0.19% 69
2023
Q3
$386K Sell
17,472
-694
-4% -$15.3K 0.22% 70
2023
Q2
$419K Buy
18,166
+690
+4% +$15.9K 0.23% 70
2023
Q1
$410K Sell
17,476
-580
-3% -$13.6K 0.24% 71
2022
Q4
$412K Buy
18,056
+50
+0.3% +$1.14K 0.25% 69
2022
Q3
$408K Sell
18,006
-80
-0.4% -$1.81K 0.27% 68
2022
Q2
$440K Buy
18,086
+680
+4% +$16.5K 0.25% 70
2022
Q1
$425K Sell
17,406
-1,320
-7% -$32.2K 0.24% 70
2021
Q4
$505K Sell
18,726
-312
-2% -$8.41K 0.24% 69
2021
Q3
$516K Buy
+19,038
New +$516K 0.27% 66
2021
Q1
Sell
-19,056
Closed -$534K 114
2020
Q4
$534K Buy
+19,056
New +$534K 0.52% 52
2020
Q3
Sell
-17,914
Closed -$504K 104
2020
Q2
$504K Buy
17,914
+1,242
+7% +$34.9K 0.4% 51
2020
Q1
$452K Buy
16,672
+6,326
+61% +$172K 0.44% 49
2019
Q4
$262K Sell
10,346
-5,564
-35% -$141K 0.22% 66
2019
Q3
$428K Buy
15,910
+658
+4% +$17.7K 0.31% 55
2019
Q2
$404K Buy
15,252
+696
+5% +$18.4K 0.33% 57
2019
Q1
$378K Buy
14,556
+1,584
+12% +$41.1K 0.3% 62
2018
Q4
$328K Buy
12,972
+1,316
+11% +$33.3K 0.28% 62
2018
Q3
$293K Buy
11,656
+170
+1% +$4.27K 0.2% 68
2018
Q2
$291K Buy
11,486
+190
+2% +$4.81K 0.22% 68
2018
Q1
$288K Buy
11,296
+740
+7% +$18.9K 0.21% 66
2017
Q4
$275K Buy
10,556
+1,472
+16% +$38.3K 0.21% 66
2017
Q3
$238K Buy
9,084
+1,264
+16% +$33.1K 0.19% 71
2017
Q2
$204K Buy
+7,820
New +$204K 0.15% 72