Hoxton Planning & 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 | $4.56M | Buy |
196,187
+11,043
| +6% | +$257K | 1.58% | 16 |
|
|
2025
Q1 | $4.29M | Buy |
185,144
+59,308
| +47% | +$1.37M | 1.64% | 13 |
|
|
2024
Q4 | $2.86M | Buy |
125,836
+32,822
| +35% | +$745K | 1.09% | 17 |
|
|
2024
Q3 | $2.21M | Buy |
93,014
+2,990
| +3% | +$71K | 0.86% | 21 |
|
|
2024
Q2 | $2.05M | Buy |
90,024
+27,080
| +43% | +$617K | 0.95% | 21 |
|
|
2024
Q1 | $1.45M | Sell |
62,944
-6,892
| -10% | -$159K | 0.69% | 25 |
|
|
2023
Q4 | $1.63M | Buy |
+69,836
| New | +$1.63M | 0.86% | 20 |
|