Kickstand Ventures’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 | $10.8M | Sell |
464,677
-48,745
| -9% | -$1.13M | 2.52% | 10 |
|
2025
Q1 | $11.9M | Sell |
513,422
-12,070
| -2% | -$280K | 3.06% | 9 |
|
2024
Q4 | $11.9M | Buy |
525,492
+23,428
| +5% | +$532K | 3.05% | 10 |
|
2024
Q3 | $11.9M | Buy |
502,064
+22,430
| +5% | +$533K | 3.04% | 11 |
|
2024
Q2 | $10.9M | Buy |
479,634
+71,458
| +18% | +$1.63M | 2.99% | 12 |
|
2024
Q1 | $9.39M | Buy |
408,176
+11,110
| +3% | +$256K | 2.66% | 13 |
|
2023
Q4 | $9.26M | Buy |
397,066
+122,376
| +45% | +$2.85M | 2.66% | 12 |
|
2023
Q3 | $6.07M | Buy |
+274,690
| New | +$6.07M | 1.88% | 15 |
|