MGO One Seven’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 | $536K | Buy |
23,049
+9,375
| +69% | +$218K | 0.02% | 694 |
|
|
2025
Q1 | $317K | Buy |
13,674
+113
| +0.8% | +$2.62K | 0.01% | 793 |
|
|
2024
Q4 | $308K | Sell |
13,561
-4,711
| -26% | -$107K | 0.01% | 825 |
|
|
2024
Q3 | $434K | Buy |
18,272
+4,246
| +30% | +$101K | 0.02% | 629 |
|
|
2024
Q2 | $320K | Buy |
14,026
+894
| +7% | +$20.4K | 0.02% | 741 |
|
|
2024
Q1 | $302K | Sell |
13,132
-4,462
| -25% | -$103K | 0.02% | 721 |
|
|
2023
Q4 | $410K | Buy |
+17,594
| New | +$410K | 0.02% | 598 |
|
|
2023
Q2 | – | Sell |
-274,476
| Closed | -$6.44M | – | 886 |
|
|
2023
Q1 | $6.44M | Buy |
+274,476
| New | +$6.44M | 0.41% | 55 |
|