OMC 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 | $1.32M | Sell |
56,750
-2,750
| -5% | -$63.9K | 0.54% | 36 |
|
|
2025
Q1 | $1.38M | Sell |
59,500
-200
| -0.3% | -$4.63K | 0.62% | 32 |
|
|
2024
Q4 | $1.36M | Sell |
59,700
-1,400
| -2% | -$31.8K | 0.58% | 32 |
|
|
2024
Q3 | $1.39M | Hold |
61,100
| – | – | 0.66% | 29 |
|
|
2024
Q2 | $1.39M | Hold |
61,100
| – | – | 0.66% | 30 |
|
|
2024
Q1 | $1.41M | Buy |
+61,100
| New | +$1.41M | 0.71% | 26 |
|