Merit Financial 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 | $7.33M | Sell |
315,459
-41,707
| -12% | -$969K | 0.08% | 189 |
|
|
2025
Q1 | $8.27M | Sell |
357,166
-7,926
| -2% | -$184K | 0.12% | 136 |
|
|
2024
Q4 | $8.29M | Buy |
365,092
+302,030
| +479% | +$6.86M | 0.15% | 122 |
|
|
2024
Q3 | $1.5M | Sell |
63,062
-295,588
| -82% | -$7.02M | 0.03% | 333 |
|
|
2024
Q2 | $8.17M | Buy |
358,650
+72,746
| +25% | +$1.66M | 0.18% | 94 |
|
|
2024
Q1 | $6.45M | Buy |
285,904
+81,260
| +40% | +$1.83M | 0.15% | 114 |
|
|
2023
Q4 | $4.77M | Buy |
+204,644
| New | +$4.77M | 0.15% | 103 |
|