Oliver Lagore Vanvalin Investment 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 | $6.72K | Buy |
+290
| New | +$6.72K | ﹤0.01% | 463 |
|
|
2024
Q4 | $6.52K | Buy |
287
+17
| +6% | +$386 | ﹤0.01% | 486 |
|
|
2024
Q3 | $6.41K | Buy |
270
+8
| +3% | +$190 | ﹤0.01% | 475 |
|
|
2024
Q2 | $5.98K | Sell |
262
-26
| -9% | -$593 | ﹤0.01% | 478 |
|
|
2024
Q1 | $6.6K | Sell |
288
-266
| -48% | -$6.1K | ﹤0.01% | 464 |
|
|
2023
Q4 | $12.9K | Sell |
554
-3,036
| -85% | -$70.8K | ﹤0.01% | 372 |
|
|
2023
Q3 | $79.4K | Sell |
3,590
-802
| -18% | -$17.7K | 0.03% | 191 |
|
|
2023
Q2 | $101K | Buy |
4,392
+22
| +0.5% | +$508 | 0.04% | 170 |
|
|
2023
Q1 | $103K | Buy |
4,370
+1,648
| +61% | +$38.7K | 0.04% | 121 |
|
|
2022
Q4 | $62.1K | Sell |
2,722
-758
| -22% | -$17.3K | 0.04% | 161 |
|
|
2022
Q3 | $79K | Sell |
3,480
-950
| -21% | -$21.6K | 0.05% | 136 |
|
|
2022
Q2 | $106K | Buy |
4,430
+3,260
| +279% | +$78K | 0.06% | 127 |
|
|
2022
Q1 | $39K | Buy |
+1,170
| New | +$39K | 0.03% | 194 |
|