J.W. Burns & Co’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 | $325K | Sell |
14,000
-384
| -3% | -$8.92K | 0.04% | 152 |
|
|
2025
Q1 | $333K | Buy |
14,384
+384
| +3% | +$8.89K | 0.04% | 152 |
|
|
2024
Q4 | $318K | Hold |
14,000
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $333K | Hold |
14,000
| – | – | 0.04% | 154 |
|
|
2024
Q2 | $319K | Hold |
14,000
| – | – | 0.04% | 153 |
|
|
2024
Q1 | $322K | Hold |
14,000
| – | – | 0.04% | 154 |
|
|
2023
Q4 | $326K | Hold |
14,000
| – | – | 0.05% | 153 |
|
|
2023
Q3 | $310K | Buy |
+14,000
| New | +$310K | 0.05% | 152 |
|