Orcam Financial 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 | $1.17M | Sell |
50,469
-960
| -2% | -$22.3K | 1.02% | 18 |
|
|
2025
Q1 | $1.19M | Buy |
51,429
+124
| +0.2% | +$2.87K | 1.12% | 17 |
|
|
2024
Q4 | $1.16M | Sell |
51,305
-1,029
| -2% | -$23.4K | 1.13% | 16 |
|
|
2024
Q3 | $1.24M | Buy |
52,334
+176
| +0.3% | +$4.18K | 1.2% | 15 |
|
|
2024
Q2 | $1.19M | Sell |
52,158
-832
| -2% | -$19K | 1.28% | 15 |
|
|
2024
Q1 | $1.22M | Sell |
52,990
-4,116
| -7% | -$94.7K | 1.33% | 15 |
|
|
2023
Q4 | $1.33M | Buy |
57,106
+6,558
| +13% | +$153K | 1.63% | 12 |
|
|
2023
Q3 | $1.12M | Sell |
50,548
-3,352
| -6% | -$74.1K | 1.5% | 14 |
|
|
2023
Q2 | $1.24M | Sell |
53,900
-5,662
| -10% | -$131K | 1.71% | 11 |
|
|
2023
Q1 | $1.4M | Buy |
59,562
+114
| +0.2% | +$2.67K | 1.94% | 11 |
|
|
2022
Q4 | $1.36M | Sell |
59,448
-132
| -0.2% | -$3.01K | 2.09% | 11 |
|
|
2022
Q3 | $1.35M | Sell |
59,580
-622
| -1% | -$14.1K | 2.29% | 10 |
|
|
2022
Q2 | $1.44M | Sell |
60,202
-13,540
| -18% | -$324K | 2.31% | 10 |
|
|
2022
Q1 | $1.87M | Sell |
73,742
-20,568
| -22% | -$520K | 2.66% | 9 |
|
|
2021
Q4 | $2.54M | Buy |
+94,310
| New | +$2.54M | 3.48% | 9 |
|