MYeCFO’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 | $11.2M | Buy |
483,048
+860
| +0.2% | +$20K | 5.51% | 5 |
|
|
2025
Q1 | $11.2M | Buy |
482,188
+5,425
| +1% | +$126K | 5.91% | 5 |
|
|
2024
Q4 | $10.8M | Buy |
476,763
+8,551
| +2% | +$194K | 5.84% | 5 |
|
|
2024
Q3 | $11.1M | Buy |
468,212
+11,442
| +3% | +$272K | 6.03% | 5 |
|
|
2024
Q2 | $10.4M | Buy |
456,770
+10,984
| +2% | +$250K | 6% | 5 |
|
|
2024
Q1 | $10.3M | Buy |
445,786
+2,946
| +0.7% | +$67.8K | 6.01% | 5 |
|
|
2023
Q4 | $10.3M | Buy |
442,840
+28,646
| +7% | +$668K | 6.51% | 5 |
|
|
2023
Q3 | $9.16M | Buy |
414,194
+38,256
| +10% | +$846K | 6.35% | 5 |
|
|
2023
Q2 | $8.68M | Buy |
375,938
+22,690
| +6% | +$524K | 6.31% | 5 |
|
|
2023
Q1 | $8.29M | Sell |
353,248
-96,592
| -21% | -$2.27M | 6.21% | 5 |
|
|
2022
Q4 | $10.3M | Buy |
+449,840
| New | +$10.3M | 8.44% | 4 |
|