New Republic Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$116K Buy
4,991
+938
+23% +$22K 0.04% 256
2025
Q4
$94.7K Hold
4,053
0.03% 319
2025
Q3
$95.1K Hold
4,053
0.03% 213
2025
Q2
$94.2K Sell
4,053
-454
-10% -$10.4K 0.03% 197
2025
Q1
$104K Buy
4,507
+2,569
+133% +$58.8K 0.05% 186
2024
Q4
$44K Sell
1,938
-1,088
-36% -$25.1K 0.03% 192
2024
Q3
$71.9K Buy
+3,026
New +$70.9K 0.04% 184
2024
Q2
Sell
-2,850
Closed -$65.5K 258
2024
Q1
$65.5K Buy
2,850
+120
+4% +$2.76K 0.04% 177
2023
Q4
$63.6K Buy
2,730
+742
+37% +$16.6K 0.05% 181
2023
Q3
$44K Buy
1,988
+80
+4% +$1.81K 0.04% 169
2023
Q2
$44K Hold
1,908
0.03% 191
2023
Q1
$44.8K Buy
+1,908
New +$44.4K 0.03% 182

Other funds holding SCHZ