Lowery Thomas LLC’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 | $2.88M | Sell |
123,794
-841
| -0.7% | -$19.5K | 1.84% | 18 |
|
|
2025
Q1 | $2.89M | Sell |
124,635
-6,656
| -5% | -$154K | 1.97% | 17 |
|
|
2024
Q4 | $2.98M | Buy |
131,291
+24,567
| +23% | +$558K | 1.94% | 18 |
|
|
2024
Q3 | $2.54M | Buy |
+106,724
| New | +$2.54M | 1.72% | 18 |
|
|
2022
Q2 | – | Sell |
-66,688
| Closed | -$1.69M | – | 57 |
|
|
2022
Q1 | $1.69M | Sell |
66,688
-31,482
| -32% | -$796K | 1.31% | 24 |
|
|
2021
Q4 | $2.65M | Buy |
+98,170
| New | +$2.65M | 1.83% | 23 |
|