Legacy Bridge’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 | $35.6K | Hold |
1,530
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $35.4K | Hold |
1,530
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $34.7K | Hold |
1,530
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $36.4K | Hold |
1,530
| – | – | 0.02% | 206 |
|
|
2024
Q2 | $34.9K | Hold |
1,530
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $35.2K | Hold |
1,530
| – | – | 0.02% | 213 |
|
|
2023
Q4 | $35.7K | Sell |
1,530
-3,600
| -70% | -$83.9K | 0.02% | 206 |
|
|
2023
Q3 | $113K | Hold |
5,130
| – | – | 0.08% | 160 |
|
|
2023
Q2 | $118K | Hold |
5,130
| – | – | 0.08% | 160 |
|
|
2023
Q1 | $120K | Hold |
5,130
| – | – | 0.08% | 161 |
|
|
2022
Q4 | $117K | Hold |
5,130
| – | – | 0.08% | 158 |
|
|
2022
Q3 | $116K | Hold |
5,130
| – | – | 0.09% | 152 |
|
|
2022
Q2 | $123K | Hold |
5,130
| – | – | 0.09% | 154 |
|
|
2022
Q1 | $130K | Hold |
5,130
| – | – | 0.08% | 164 |
|
|
2021
Q4 | $138K | Hold |
5,130
| – | – | 0.07% | 161 |
|
|
2021
Q3 | $139K | Hold |
5,130
| – | – | 0.08% | 158 |
|
|
2021
Q2 | $140K | Hold |
5,130
| – | – | 0.08% | 160 |
|
|
2021
Q1 | $138K | Hold |
5,130
| – | – | 0.09% | 153 |
|
|
2020
Q4 | $144K | Hold |
5,130
| – | – | 0.1% | 145 |
|
|
2020
Q3 | $144K | Hold |
5,130
| – | – | 0.13% | 137 |
|
|
2020
Q2 | $144K | Hold |
5,130
| – | – | 0.16% | 130 |
|
|
2020
Q1 | $139K | Buy |
5,130
+1,530
| +43% | +$41.5K | 0.18% | 130 |
|
|
2019
Q4 | $96K | Buy |
+3,600
| New | +$96K | 0.08% | 165 |
|