MKD Wealth Coaches’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 | $273K | Buy |
11,764
+330
| +3% | +$7.67K | 0.29% | 21 |
|
|
2025
Q1 | $265K | Buy |
11,434
+1,847
| +19% | +$42.8K | 0.3% | 20 |
|
|
2024
Q4 | $218K | Buy |
+9,587
| New | +$218K | 0.22% | 25 |
|
|
2019
Q3 | – | Sell |
-1,980
| Closed | -$52K | – | 170 |
|
|
2019
Q2 | $52K | Buy |
1,980
+30
| +2% | +$788 | 0.05% | 90 |
|
|
2019
Q1 | $51K | Buy |
1,950
+24
| +1% | +$628 | 0.05% | 83 |
|
|
2018
Q4 | $49K | Buy |
+1,926
| New | +$49K | 0.06% | 81 |
|