MidAtlantic Capital Management’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 | $231K | Hold |
9,944
| – | – | 0.16% | 79 |
|
|
2025
Q1 | $230K | Sell |
9,944
-18
| -0.2% | -$417 | 0.18% | 78 |
|
|
2024
Q4 | $226K | Sell |
9,962
-1,824
| -15% | -$41.4K | 0.17% | 79 |
|
|
2024
Q3 | $280K | Sell |
11,786
-94
| -0.8% | -$2.23K | 0.2% | 70 |
|
|
2024
Q2 | $271K | Sell |
11,880
-700
| -6% | -$16K | 0.23% | 68 |
|
|
2024
Q1 | $289K | Hold |
12,580
| – | – | 0.25% | 68 |
|
|
2023
Q4 | $293K | Buy |
+12,580
| New | +$293K | 0.29% | 65 |
|