Main Street 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
$43.7K Sell
1,882
-604
-24% -$14K 0.01% 259
2025
Q1
$57.6K Sell
2,486
-90
-3% -$2.08K 0.02% 223
2024
Q4
$58.5K Sell
2,576
-178
-6% -$4.04K 0.02% 212
2024
Q3
$65.4K Sell
2,754
-2,278
-45% -$54.1K 0.03% 208
2024
Q2
$114K Sell
5,032
-686
-12% -$15.5K 0.05% 152
2024
Q1
$130K Sell
5,718
-390
-6% -$8.88K 0.06% 152
2023
Q4
$142K Buy
+6,108
New +$142K 0.05% 178