Moneta Group Investment Advisors’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 | $13.7M | Buy |
589,597
+37,376
| +7% | +$869K | 0.16% | 77 |
|
|
2025
Q1 | $12.8M | Buy |
552,221
+23,536
| +4% | +$545K | 0.18% | 77 |
|
|
2024
Q4 | $12M | Sell |
528,685
-482,003
| -48% | -$10.9M | 0.17% | 74 |
|
|
2024
Q3 | $12M | Buy |
1,010,688
+506,470
| +100% | +$6.02M | 0.17% | 77 |
|
|
2024
Q2 | $11.5M | Sell |
504,218
-226
| -0% | -$5.15K | 0.18% | 72 |
|
|
2024
Q1 | $11.6M | Buy |
504,444
+142
| +0% | +$3.27K | 0.19% | 73 |
|
|
2023
Q4 | $11.8M | Buy |
504,302
+20,934
| +4% | +$488K | 0.23% | 65 |
|
|
2023
Q3 | $10.7M | Buy |
483,368
+63,052
| +15% | +$1.39M | 0.24% | 61 |
|
|
2023
Q2 | $9.7M | Buy |
420,316
+18,334
| +5% | +$423K | 0.21% | 66 |
|
|
2023
Q1 | $9.43M | Buy |
401,982
+28,462
| +8% | +$668K | 0.23% | 67 |
|
|
2022
Q4 | $8.81M | Sell |
373,520
-61,748
| -14% | -$1.46M | 0.24% | 69 |
|
|
2022
Q3 | $9.86M | Sell |
435,268
-11,274
| -3% | -$255K | 0.38% | 56 |
|
|
2022
Q2 | $10.7M | Buy |
446,542
+85,498
| +24% | +$2.05M | 0.36% | 61 |
|
|
2022
Q1 | $9.13M | Sell |
361,044
-12,760
| -3% | -$323K | 0.36% | 62 |
|
|
2021
Q4 | $10.1M | Buy |
373,804
+41,404
| +12% | +$1.12M | 0.41% | 54 |
|
|
2021
Q3 | $9.02M | Buy |
332,400
+36,686
| +12% | +$995K | 0.42% | 57 |
|
|
2021
Q2 | $8.07M | Buy |
295,714
+54,676
| +23% | +$1.49M | 0.37% | 64 |
|
|
2021
Q1 | $6.5M | Buy |
241,038
+45,072
| +23% | +$1.22M | 0.34% | 66 |
|
|
2020
Q4 | $5.49M | Buy |
195,966
+15,688
| +9% | +$440K | 0.39% | 59 |
|
|
2020
Q3 | $5.06M | Buy |
180,278
+52,930
| +42% | +$1.48M | 0.44% | 54 |
|
|
2020
Q2 | $3.58M | Buy |
127,348
+14,762
| +13% | +$415K | 0.34% | 60 |
|
|
2020
Q1 | $3.06M | Buy |
112,586
+34,204
| +44% | +$928K | 0.32% | 62 |
|
|
2019
Q4 | $2.09M | Buy |
78,382
+29,616
| +61% | +$791K | 0.18% | 83 |
|
|
2019
Q3 | $1.31M | Buy |
+48,766
| New | +$1.31M | 0.12% | 103 |
|