Lido 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 | $775K | Sell |
33,342
-1,362
| -4% | -$31.7K | ﹤0.01% | 852 |
|
|
2025
Q1 | $804K | Sell |
34,704
-41,642
| -55% | -$964K | ﹤0.01% | 804 |
|
|
2024
Q4 | $1.73M | Buy |
76,346
+34,734
| +83% | +$788K | 0.01% | 514 |
|
|
2024
Q3 | $989K | Sell |
41,612
-4,782
| -10% | -$114K | ﹤0.01% | 652 |
|
|
2024
Q2 | $1.06M | Sell |
46,394
-3,814
| -8% | -$86.9K | 0.01% | 593 |
|
|
2024
Q1 | $1.15M | Sell |
50,208
-35,432
| -41% | -$815K | 0.01% | 546 |
|
|
2023
Q4 | $2M | Buy |
85,640
+1,028
| +1% | +$24K | 0.01% | 385 |
|
|
2023
Q3 | $1.87M | Sell |
84,612
-12,064
| -12% | -$267K | 0.01% | 369 |
|
|
2023
Q2 | $2.23M | Buy |
96,676
+17,606
| +22% | +$406K | 0.02% | 322 |
|
|
2023
Q1 | $1.85M | Buy |
+79,070
| New | +$1.85M | 0.02% | 332 |
|