Koss-Olinger Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-497,810
| Closed | -$11.6M | – | 257 |
|
|
2023
Q4 | $11.6M | Buy |
+497,810
| New | +$11.6M | 1.14% | 18 |
|
|
2021
Q4 | – | Sell |
-20,852
| Closed | -$566K | – | 251 |
|
|
2021
Q3 | $566K | Buy |
20,852
+20
| +0.1% | +$543 | 0.09% | 101 |
|
|
2021
Q2 | $569K | Hold |
20,832
| – | – | 0.08% | 121 |
|
|
2021
Q1 | $562K | Buy |
+20,832
| New | +$562K | 0.1% | 116 |
|