Oldfather Financial Services’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 | $2.26M | Buy |
97,145
+8,379
| +9% | +$195K | 0.78% | 22 |
|
|
2025
Q1 | $2.06M | Buy |
88,766
+4,728
| +6% | +$110K | 0.78% | 20 |
|
|
2024
Q4 | $1.91M | Buy |
84,038
+13,162
| +19% | +$299K | 0.73% | 22 |
|
|
2024
Q3 | $1.68M | Buy |
70,876
+1,458
| +2% | +$34.6K | 0.65% | 22 |
|
|
2024
Q2 | $1.58M | Buy |
69,418
+2,338
| +3% | +$53.3K | 0.65% | 22 |
|
|
2024
Q1 | $1.54M | Buy |
67,080
+674
| +1% | +$15.5K | 0.64% | 22 |
|
|
2023
Q4 | $1.55M | Buy |
66,406
+16,208
| +32% | +$378K | 0.69% | 21 |
|
|
2023
Q3 | $1.11M | Buy |
50,198
+1,796
| +4% | +$39.7K | 0.56% | 27 |
|
|
2023
Q2 | $1.12M | Buy |
48,402
+9,006
| +23% | +$208K | 0.55% | 26 |
|
|
2023
Q1 | $924K | Buy |
39,396
+134
| +0.3% | +$3.14K | 0.48% | 28 |
|
|
2022
Q4 | $896K | Sell |
39,262
-518
| -1% | -$11.8K | 0.51% | 28 |
|
|
2022
Q3 | $901K | Buy |
39,780
+2,342
| +6% | +$53K | 0.56% | 28 |
|
|
2022
Q2 | $911K | Sell |
37,438
-7,362
| -16% | -$179K | 0.52% | 28 |
|
|
2022
Q1 | $1.09M | Buy |
44,800
+2,324
| +5% | +$56.6K | 0.59% | 26 |
|
|
2021
Q4 | $1.1M | Buy |
42,476
+3,274
| +8% | +$84.6K | 0.58% | 28 |
|
|
2021
Q3 | $1.06M | Buy |
39,202
+316
| +0.8% | +$8.54K | 0.54% | 26 |
|
|
2021
Q2 | $1.06M | Buy |
38,886
+1,042
| +3% | +$28.5K | 0.58% | 26 |
|
|
2021
Q1 | $1.03M | Buy |
37,844
+17,892
| +90% | +$485K | 0.59% | 26 |
|
|
2020
Q4 | $552K | Sell |
19,952
-712
| -3% | -$19.7K | 0.33% | 39 |
|
|
2020
Q3 | $579K | Buy |
20,664
+14
| +0.1% | +$392 | 0.41% | 32 |
|
|
2020
Q2 | $587K | Buy |
20,650
+2,080
| +11% | +$59.1K | 0.46% | 27 |
|
|
2020
Q1 | $514K | Buy |
18,570
+5,698
| +44% | +$158K | 0.49% | 25 |
|
|
2019
Q4 | $350K | Buy |
+12,872
| New | +$350K | 0.33% | 42 |
|