New Harbor Financial Group’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 | $486K | Hold |
20,900
| – | – | 0.11% | 26 |
|
|
2025
Q1 | $484K | Hold |
20,900
| – | – | 0.13% | 23 |
|
|
2024
Q4 | $474K | Hold |
20,900
| – | – | 0.14% | 31 |
|
|
2024
Q3 | $497K | Hold |
20,900
| – | – | 0.13% | 26 |
|
|
2024
Q2 | $476K | Hold |
20,900
| – | – | 0.14% | 27 |
|
|
2024
Q1 | $481K | Hold |
20,900
| – | – | 0.15% | 25 |
|
|
2023
Q4 | $487K | Hold |
20,900
| – | – | 0.18% | 21 |
|
|
2023
Q3 | $462K | Hold |
20,900
| – | – | 0.15% | 20 |
|
|
2023
Q2 | $482K | Buy |
+20,900
| New | +$482K | 0.13% | 21 |
|