Joule 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 | $394K | Sell |
16,959
-699
| -4% | -$16.2K | 0.13% | 73 |
|
|
2025
Q1 | $409K | Sell |
17,658
-142
| -0.8% | -$3.29K | 0.14% | 71 |
|
|
2024
Q4 | $404K | Sell |
17,800
-310
| -2% | -$7.04K | 0.14% | 68 |
|
|
2024
Q3 | $430K | Sell |
18,110
-654
| -3% | -$15.5K | 0.16% | 70 |
|
|
2024
Q2 | $428K | Sell |
18,764
-296
| -2% | -$6.75K | 0.17% | 68 |
|
|
2024
Q1 | $438K | Sell |
19,060
-560
| -3% | -$12.9K | 0.18% | 62 |
|
|
2023
Q4 | $457K | Sell |
19,620
-338
| -2% | -$7.88K | 0.21% | 60 |
|
|
2023
Q3 | $441K | Sell |
19,958
-1,618
| -7% | -$35.8K | 0.23% | 59 |
|
|
2023
Q2 | $498K | Buy |
21,576
+866
| +4% | +$20K | 0.26% | 50 |
|
|
2023
Q1 | $486K | Sell |
20,710
-7,224
| -26% | -$169K | 0.26% | 48 |
|
|
2022
Q4 | $638K | Sell |
27,934
-3,094
| -10% | -$70.6K | 0.42% | 35 |
|
|
2022
Q3 | $703K | Hold |
31,028
| – | – | 0.53% | 33 |
|
|
2022
Q2 | $743K | Buy |
+31,028
| New | +$743K | 0.58% | 30 |
|