Hazlett, Burt & Watson’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
Q1 | – | Sell |
-56
| Closed | -$1K | – | 828 |
|
2024
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 737 |
|
2024
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 709 |
|
2024
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 690 |
|
2024
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 689 |
|
2023
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 666 |
|
2023
Q3 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 697 |
|