One Advisory Partners’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 | $466K | Buy |
20,224
+825
| +4% | +$19K | 0.16% | 43 |
|
|
2025
Q1 | $449K | Buy |
19,399
+5,875
| +43% | +$136K | 0.19% | 35 |
|
|
2024
Q4 | $307K | Hold |
13,524
| – | – | 0.14% | 39 |
|
|
2024
Q3 | $321K | Sell |
13,524
-1,302
| -9% | -$30.9K | 0.14% | 35 |
|
|
2024
Q2 | $338K | Buy |
14,826
+6,104
| +70% | +$139K | 0.16% | 36 |
|
|
2024
Q1 | $201K | Hold |
8,722
| – | – | 0.1% | 43 |
|
|
2023
Q4 | $203K | Buy |
+8,722
| New | +$203K | 0.11% | 42 |
|