Hill Island Financial’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 | $1.07M | Sell |
46,234
-7,451
| -14% | -$173K | 0.3% | 28 |
|
|
2025
Q1 | $1.24M | Sell |
53,685
-11,099
| -17% | -$257K | 0.36% | 24 |
|
|
2024
Q4 | $1.47M | Buy |
64,784
+1,236
| +2% | +$28.1K | 0.43% | 30 |
|
|
2024
Q3 | $1.51M | Sell |
63,548
-230
| -0.4% | -$5.47K | 0.46% | 22 |
|
|
2024
Q2 | $1.45M | Buy |
63,778
+7,818
| +14% | +$178K | 0.48% | 22 |
|
|
2024
Q1 | $1.29M | Buy |
55,960
+4,364
| +8% | +$100K | 0.43% | 23 |
|
|
2023
Q4 | $1.2M | Sell |
51,596
-9,780
| -16% | -$228K | 0.41% | 23 |
|
|
2023
Q3 | $1.36M | Sell |
61,376
-1,580
| -3% | -$34.9K | 0.54% | 21 |
|
|
2023
Q2 | $1.45M | Buy |
62,956
+2,746
| +5% | +$63.4K | 0.55% | 20 |
|
|
2023
Q1 | $1.41M | Buy |
60,210
+8,854
| +17% | +$208K | 0.57% | 20 |
|
|
2022
Q4 | $1.17M | Buy |
51,356
+12,370
| +32% | +$282K | 0.51% | 24 |
|
|
2022
Q3 | $883K | Sell |
38,986
-546
| -1% | -$12.4K | 0.41% | 23 |
|
|
2022
Q2 | $946K | Buy |
39,532
+2,636
| +7% | +$63.1K | 0.42% | 23 |
|
|
2022
Q1 | $933K | Sell |
36,896
-10,506
| -22% | -$266K | 0.34% | 29 |
|
|
2021
Q4 | $1.28M | Buy |
+47,402
| New | +$1.28M | 0.46% | 24 |
|