Leading Edge Financial Planning’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 | $674K | Sell |
28,996
-2,033
| -7% | -$47.2K | 0.19% | 30 |
|
|
2025
Q1 | $719K | Buy |
31,029
+19
| +0.1% | +$440 | 0.22% | 29 |
|
|
2024
Q4 | $704K | Sell |
31,010
-69,456
| -69% | -$1.58M | 0.23% | 30 |
|
|
2024
Q3 | $2.39M | Sell |
100,466
-2,408
| -2% | -$57.2K | 0.8% | 15 |
|
|
2024
Q2 | $2.34M | Sell |
102,874
-14,804
| -13% | -$337K | 0.94% | 14 |
|
|
2024
Q1 | $2.71M | Sell |
117,678
-2,848
| -2% | -$65.5K | 1.2% | 13 |
|
|
2023
Q4 | $2.81M | Sell |
120,526
-10,788
| -8% | -$251K | 1.46% | 14 |
|
|
2023
Q3 | $2.9M | Sell |
131,314
-7,144
| -5% | -$158K | 1.86% | 12 |
|
|
2023
Q2 | $3.2M | Sell |
138,458
-4,558
| -3% | -$105K | 2.09% | 10 |
|
|
2023
Q1 | $3.35M | Sell |
143,016
-4,882
| -3% | -$115K | 2.43% | 9 |
|
|
2022
Q4 | $3.38M | Buy |
+147,898
| New | +$3.38M | 2.92% | 8 |
|