Koshinski Asset 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 | $995K | Sell |
42,831
-328
| -0.8% | -$7.62K | 0.08% | 269 |
|
|
2025
Q1 | $1,000K | Sell |
43,159
-363
| -0.8% | -$8.41K | 0.08% | 246 |
|
|
2024
Q4 | $988M | Sell |
43,522
-10,550
| -20% | -$239M | 0.08% | 241 |
|
|
2024
Q3 | $1.28M | Sell |
54,072
-320
| -0.6% | -$7.6K | 0.11% | 188 |
|
|
2024
Q2 | $1.24M | Sell |
54,392
-5,620
| -9% | -$129K | 0.12% | 172 |
|
|
2024
Q1 | $1.38M | Sell |
60,012
-6,184
| -9% | -$142K | 0.14% | 154 |
|
|
2023
Q4 | $1.54M | Buy |
66,196
+10,824
| +20% | +$252K | 0.23% | 117 |
|
|
2023
Q3 | $1.22M | Sell |
55,372
-628
| -1% | -$13.9K | 0.14% | 147 |
|
|
2023
Q2 | $1.29M | Sell |
56,000
-12,904
| -19% | -$298K | 0.14% | 153 |
|
|
2023
Q1 | $1.62M | Buy |
68,904
+1,888
| +3% | +$44.3K | 0.16% | 137 |
|
|
2022
Q4 | $1.53M | Buy |
67,016
+520
| +0.8% | +$11.9K | 0.15% | 156 |
|
|
2022
Q3 | $1.51M | Buy |
66,496
+1,414
| +2% | +$32K | 0.18% | 137 |
|
|
2022
Q2 | $1.56M | Buy |
65,082
+1,522
| +2% | +$36.4K | 0.15% | 157 |
|
|
2022
Q1 | $1.61M | Buy |
63,560
+3,186
| +5% | +$80.6K | 0.13% | 166 |
|
|
2021
Q4 | $1.63M | Buy |
60,374
+2,084
| +4% | +$56.2K | 0.13% | 171 |
|
|
2021
Q3 | $1.58M | Buy |
58,290
+18,392
| +46% | +$499K | 0.14% | 170 |
|
|
2021
Q2 | $1.09M | Sell |
39,898
-10,614
| -21% | -$290K | 0.14% | 179 |
|
|
2021
Q1 | $1.36M | Buy |
50,512
+216
| +0.4% | +$5.83K | 0.14% | 169 |
|
|
2020
Q4 | $1.41M | Sell |
50,296
-1,054
| -2% | -$29.5K | 0.18% | 143 |
|
|
2020
Q3 | $1.44K | Buy |
51,350
+4,444
| +9% | +$124 | 0.19% | 125 |
|
|
2020
Q2 | $1.32M | Buy |
46,906
+7,812
| +20% | +$220K | 0.21% | 121 |
|
|
2020
Q1 | $1.06M | Sell |
39,094
-11,496
| -23% | -$312K | 0.22% | 125 |
|
|
2019
Q4 | $1.35M | Buy |
50,590
+11,038
| +28% | +$295K | 0.23% | 130 |
|
|
2019
Q3 | $1.07M | Buy |
39,552
+6,972
| +21% | +$188K | 0.74% | 40 |
|
|
2019
Q2 | $863K | Sell |
32,580
-3,474
| -10% | -$92K | 0.35% | 89 |
|
|
2019
Q1 | $935 | Sell |
36,054
-418
| -1% | -$11 | 0.25% | 117 |
|
|
2018
Q4 | $923K | Buy |
36,472
+3,284
| +10% | +$83.1K | 0.23% | 141 |
|
|
2018
Q3 | $834K | Buy |
33,188
+8,608
| +35% | +$216K | 0.12% | 230 |
|
|
2018
Q2 | $622K | Sell |
24,580
-80
| -0.3% | -$2.02K | 0.19% | 170 |
|
|
2018
Q1 | $629K | Buy |
24,660
+1,756
| +8% | +$44.8K | 0.2% | 176 |
|
|
2017
Q4 | $596K | Buy |
22,904
+14,312
| +167% | +$372K | 0.15% | 225 |
|
|
2017
Q3 | $225K | Sell |
8,592
-1,088
| -11% | -$28.5K | 0.07% | 341 |
|
|
2017
Q2 | $253K | Buy |
9,680
+418
| +5% | +$10.9K | 0.09% | 306 |
|
|
2017
Q1 | $240K | Buy |
+9,262
| New | +$240K | 0.09% | 277 |
|