Latitude Advisors’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 | $813K | Sell |
35,000
-3,579
| -9% | -$83.2K | 0.41% | 57 |
|
|
2025
Q1 | $893K | Buy |
38,579
+2,684
| +7% | +$62.2K | 0.52% | 46 |
|
|
2024
Q4 | $815K | Buy |
35,895
+2,491
| +7% | +$56.5K | 0.46% | 51 |
|
|
2024
Q3 | $794K | Buy |
33,404
+5,502
| +20% | +$131K | 0.45% | 58 |
|
|
2024
Q2 | $636K | Buy |
27,902
+8,942
| +47% | +$204K | 0.39% | 60 |
|
|
2024
Q1 | $436K | Buy |
18,960
+6,754
| +55% | +$155K | 0.27% | 85 |
|
|
2023
Q4 | $285K | Sell |
12,206
-3,022
| -20% | -$70.4K | 0.2% | 123 |
|
|
2023
Q3 | $337K | Buy |
15,228
+3,884
| +34% | +$85.9K | 0.24% | 101 |
|
|
2023
Q2 | $262K | Buy |
11,344
+1,242
| +12% | +$28.7K | 0.18% | 126 |
|
|
2023
Q1 | $237K | Buy |
+10,102
| New | +$237K | 0.17% | 137 |
|