NewSquare Capital’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 | $139 | Hold |
6
| – | – | ﹤0.01% | 1258 |
|
|
2025
Q1 | $139 | Hold |
6
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q4 | $136 | Buy |
+6
| New | +$136 | ﹤0.01% | 880 |
|
|
2018
Q4 | – | Sell |
-440
| Closed | -$11K | – | 359 |
|
|
2018
Q3 | $11K | Hold |
440
| – | – | ﹤0.01% | 242 |
|
|
2018
Q2 | $11K | Buy |
+440
| New | +$11K | ﹤0.01% | 236 |
|
|
2018
Q1 | – | Sell |
-510
| Closed | -$13K | – | 363 |
|
|
2017
Q4 | $13K | Hold |
510
| – | – | ﹤0.01% | 220 |
|
|
2017
Q3 | $13K | Hold |
510
| – | – | ﹤0.01% | 195 |
|
|
2017
Q2 | $13K | Hold |
510
| – | – | ﹤0.01% | 183 |
|
|
2017
Q1 | $13K | Hold |
510
| – | – | ﹤0.01% | 184 |
|
|
2016
Q4 | $13K | Hold |
510
| – | – | ﹤0.01% | 198 |
|
|
2016
Q3 | $14K | Sell |
510
-1,010
| -66% | -$27.7K | ﹤0.01% | 232 |
|
|
2016
Q2 | $41K | Buy |
1,520
+50
| +3% | +$1.35K | 0.01% | 171 |
|
|
2016
Q1 | $39K | Buy |
+1,470
| New | +$39K | 0.01% | 176 |
|