Keebeck Wealth 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 | $282K | Sell |
12,128
-846
| -7% | -$19.7K | 0.04% | 288 |
|
|
2025
Q1 | $300K | Buy |
12,974
+2,426
| +23% | +$56.2K | 0.04% | 214 |
|
|
2024
Q4 | $239K | Hold |
10,548
| – | – | 0.03% | 242 |
|
|
2024
Q3 | $251K | Hold |
10,548
| – | – | 0.04% | 223 |
|
|
2024
Q2 | $240K | Buy |
10,548
+790
| +8% | +$18K | 0.04% | 237 |
|
|
2024
Q1 | $224K | Hold |
9,758
| – | – | 0.03% | 259 |
|
|
2023
Q4 | $227K | Buy |
+9,758
| New | +$227K | 0.04% | 248 |
|