NewEdge 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 | $289K | Sell |
12,432
-292
| -2% | -$6.79K | ﹤0.01% | 2040 |
|
|
2025
Q1 | $295K | Sell |
12,724
-77
| -0.6% | -$1.78K | ﹤0.01% | 1909 |
|
|
2024
Q4 | $291K | Buy |
12,801
+2,421
| +23% | +$55K | ﹤0.01% | 1900 |
|
|
2024
Q3 | $247K | Buy |
10,380
+9,604
| +1,238% | +$228K | ﹤0.01% | 1910 |
|
|
2024
Q2 | $17.7K | Sell |
776
-404
| -34% | -$9.2K | ﹤0.01% | 2662 |
|
|
2024
Q1 | $27.1K | Sell |
1,180
-80,038
| -99% | -$1.84M | ﹤0.01% | 2515 |
|
|
2023
Q4 | $1.88M | Buy |
81,218
+80,428
| +10,181% | +$1.86M | 0.02% | 690 |
|
|
2023
Q3 | $17.5K | Sell |
790
-1,986
| -72% | -$44K | ﹤0.01% | 2414 |
|
|
2023
Q2 | $64.1K | Buy |
2,776
+4
| +0.1% | +$92 | ﹤0.01% | 2007 |
|
|
2023
Q1 | $65K | Buy |
2,772
+1,650
| +147% | +$38.7K | ﹤0.01% | 1897 |
|
|
2022
Q4 | $6.09K | Buy |
+1,122
| New | +$6.09K | ﹤0.01% | 2525 |
|