IFG Advisory’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 | Buy |
64,161
+13,523
| +27% | +$314K | 0.07% | 270 |
|
|
2025
Q1 | $1.17M | Buy |
50,638
+12,340
| +32% | +$286K | 0.07% | 290 |
|
|
2024
Q4 | $869K | Sell |
38,298
-1,768
| -4% | -$40.1K | 0.05% | 325 |
|
|
2024
Q3 | $952K | Buy |
40,066
+1,764
| +5% | +$41.9K | 0.06% | 278 |
|
|
2024
Q2 | $873K | Buy |
38,302
+3,098
| +9% | +$70.6K | 0.06% | 301 |
|
|
2024
Q1 | $810K | Buy |
35,204
+6,944
| +25% | +$160K | 0.06% | 269 |
|
|
2023
Q4 | $659K | Sell |
28,260
-3,972
| -12% | -$92.6K | 0.05% | 318 |
|
|
2023
Q3 | $713K | Buy |
32,232
+7,646
| +31% | +$169K | 0.06% | 275 |
|
|
2023
Q2 | $567K | Buy |
24,586
+4,688
| +24% | +$108K | 0.05% | 266 |
|
|
2023
Q1 | $467K | Buy |
+19,898
| New | +$467K | 0.04% | 332 |
|
|
2021
Q2 | – | Sell |
-19,560
| Closed | -$527K | – | 508 |
|
|
2021
Q1 | $527K | Sell |
19,560
-200
| -1% | -$5.39K | 0.07% | 286 |
|
|
2020
Q4 | $553K | Buy |
+19,760
| New | +$553K | 0.08% | 251 |
|