Maia Wealth’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 | $2.31M | Sell |
99,233
-3,178
| -3% | -$73.9K | 0.44% | 59 |
|
|
2025
Q1 | $2.34M | Buy |
102,411
+5,589
| +6% | +$128K | 0.53% | 47 |
|
|
2024
Q4 | $2.21M | Sell |
96,822
-101,912
| -51% | -$2.33M | 0.48% | 48 |
|
|
2024
Q3 | $2.3M | Buy |
198,734
+92,304
| +87% | +$1.07M | 0.57% | 42 |
|
|
2024
Q2 | $2.45M | Buy |
+106,430
| New | +$2.45M | 0.74% | 35 |
|
|
2023
Q4 | $1.98M | Buy |
+85,112
| New | +$1.98M | 0.8% | 32 |
|