Omni 360 Wealth’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 | $789K | Sell |
33,947
-434
| -1% | -$10.1K | 0.39% | 59 |
|
|
2025
Q1 | $796K | Buy |
34,381
+1,738
| +5% | +$40.3K | 0.47% | 50 |
|
|
2024
Q4 | $741K | Buy |
32,643
+2,079
| +7% | +$47.2K | 0.46% | 56 |
|
|
2024
Q3 | $726K | Sell |
30,564
-2,872
| -9% | -$68.2K | 0.47% | 55 |
|
|
2024
Q2 | $762K | Sell |
33,436
-8,866
| -21% | -$202K | 0.57% | 47 |
|
|
2024
Q1 | $973K | Buy |
42,302
+2,468
| +6% | +$56.8K | 0.79% | 36 |
|
|
2023
Q4 | $929K | Buy |
+39,834
| New | +$929K | 0.86% | 31 |
|