HB 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 | $1.49M | Sell |
64,035
-59,731
| -48% | -$1.39M | 0.01% | 426 |
|
|
2025
Q1 | $2.87M | Sell |
123,766
-24,928
| -17% | -$577K | 0.02% | 303 |
|
|
2024
Q4 | $3.38M | Buy |
148,694
+134,374
| +938% | +$3.05M | 0.03% | 207 |
|
|
2024
Q3 | $340K | Buy |
14,320
+416
| +3% | +$9.89K | ﹤0.01% | 712 |
|
|
2024
Q2 | $317K | Sell |
13,904
-5,024
| -27% | -$115K | ﹤0.01% | 687 |
|
|
2024
Q1 | $435K | Sell |
18,928
-15,194
| -45% | -$349K | 0.01% | 544 |
|
|
2023
Q4 | $795K | Buy |
34,122
+13,736
| +67% | +$320K | 0.01% | 354 |
|
|
2023
Q3 | $451K | Sell |
20,386
-732
| -3% | -$16.2K | 0.01% | 461 |
|
|
2023
Q2 | $487K | Sell |
21,118
-714
| -3% | -$16.5K | 0.01% | 423 |
|
|
2023
Q1 | $512K | Sell |
21,832
-4,068
| -16% | -$95.4K | 0.01% | 408 |
|
|
2022
Q4 | $591K | Buy |
25,900
+6,340
| +32% | +$145K | 0.01% | 360 |
|
|
2022
Q3 | $443K | Sell |
19,560
-8,836
| -31% | -$200K | 0.01% | 357 |
|
|
2022
Q2 | $680K | Sell |
28,396
-3,380
| -11% | -$80.9K | 0.01% | 299 |
|
|
2022
Q1 | $803K | Buy |
31,776
+9,056
| +40% | +$229K | 0.01% | 288 |
|
|
2021
Q4 | $612K | Buy |
+22,720
| New | +$612K | 0.01% | 287 |
|