Luts & Greenleigh Group’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 | $544K | Hold |
23,412
| – | – | 0.52% | 42 |
|
|
2025
Q1 | $542K | Sell |
23,412
-470
| -2% | -$10.9K | 0.54% | 41 |
|
|
2024
Q4 | $542K | Buy |
23,882
+6
| +0% | +$136 | 0.54% | 39 |
|
|
2024
Q3 | $567K | Sell |
23,876
-2,206
| -8% | -$52.4K | 0.54% | 38 |
|
|
2024
Q2 | $594K | Buy |
+26,082
| New | +$594K | 0.62% | 33 |
|
|
2023
Q4 | $608K | Buy |
26,074
+2,166
| +9% | +$50.5K | 0.77% | 28 |
|
|
2023
Q3 | $529K | Buy |
23,908
+6
| +0% | +$133 | 0.66% | 32 |
|
|
2023
Q2 | $552K | Buy |
23,902
+2
| +0% | +$46 | 0.68% | 33 |
|
|
2023
Q1 | $561K | Buy |
23,900
+4
| +0% | +$94 | 0.71% | 29 |
|
|
2022
Q4 | $545K | Buy |
+23,896
| New | +$545K | 0.69% | 28 |
|