Investors Research Corp’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 | $165K | Hold |
7,094
| – | – | 0.03% | 327 |
|
|
2025
Q1 | $164K | Hold |
7,094
| – | – | 0.04% | 318 |
|
|
2024
Q4 | $161K | Hold |
7,094
| – | – | 0.04% | 329 |
|
|
2024
Q3 | $169K | Hold |
7,094
| – | – | 0.04% | 328 |
|
|
2024
Q2 | $162K | Sell |
7,094
-530
| -7% | -$12.1K | 0.04% | 331 |
|
|
2024
Q1 | $175K | Hold |
7,624
| – | – | 0.04% | 342 |
|
|
2023
Q4 | $178K | Sell |
7,624
-224
| -3% | -$5.22K | 0.04% | 351 |
|
|
2023
Q3 | $174K | Hold |
7,848
| – | – | 0.05% | 341 |
|
|
2023
Q2 | $181K | Hold |
7,848
| – | – | 0.05% | 339 |
|
|
2023
Q1 | $184K | Hold |
7,848
| – | – | 0.05% | 336 |
|
|
2022
Q4 | $179K | Hold |
7,848
| – | – | 0.05% | 336 |
|
|
2022
Q3 | $178K | Hold |
7,848
| – | – | 0.05% | 313 |
|
|
2022
Q2 | $188K | Sell |
7,848
-306
| -4% | -$7.33K | 0.06% | 320 |
|
|
2022
Q1 | $206K | Hold |
8,154
| – | – | 0.06% | 321 |
|
|
2021
Q4 | $220K | Hold |
8,154
| – | – | 0.07% | 291 |
|
|
2021
Q3 | $221K | Sell |
8,154
-20
| -0.2% | -$542 | 0.07% | 280 |
|
|
2021
Q2 | $223K | Hold |
8,174
| – | – | 0.08% | 281 |
|
|
2021
Q1 | $220K | Sell |
8,174
-1,796
| -18% | -$48.3K | 0.08% | 288 |
|
|
2020
Q4 | $279K | Buy |
9,970
+416
| +4% | +$11.6K | 0.11% | 257 |
|
|
2020
Q3 | $268K | Sell |
9,554
-1,246
| -12% | -$35K | 0.13% | 233 |
|
|
2020
Q2 | $304K | Sell |
10,800
-1,364
| -11% | -$38.4K | 0.15% | 205 |
|
|
2020
Q1 | $330K | Hold |
12,164
| – | – | 0.21% | 183 |
|
|
2019
Q4 | $325K | Hold |
12,164
| – | – | 0.15% | 212 |
|
|
2019
Q3 | $328K | Buy |
12,164
+1,364
| +13% | +$36.8K | 0.17% | 185 |
|
|
2019
Q2 | $286K | Hold |
10,800
| – | – | 0.15% | 202 |
|
|
2019
Q1 | $280K | Buy |
+10,800
| New | +$280K | 0.15% | 203 |
|