ORG 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 | $216K | Buy |
9,322
+719
| +8% | +$16.6K | 0.05% | 306 |
|
|
2025
Q1 | $199K | Sell |
8,603
-8,716
| -50% | -$202K | 0.05% | 282 |
|
|
2024
Q4 | $393K | Sell |
17,319
-5,507
| -24% | -$125K | 0.05% | 216 |
|
|
2024
Q3 | $542K | Sell |
22,826
-175,180
| -88% | -$4.16M | 0.09% | 158 |
|
|
2024
Q2 | $4.47M | Buy |
+198,006
| New | +$4.47M | 0.56% | 38 |
|
|
2024
Q1 | – | Sell |
-183,226
| Closed | -$4.27M | – | 1001 |
|
|
2023
Q4 | $4.27M | Buy |
183,226
+175,774
| +2,359% | +$4.1M | 0.71% | 35 |
|
|
2023
Q3 | $165K | Sell |
7,452
-175,636
| -96% | -$3.88M | 0.05% | 313 |
|
|
2023
Q2 | $4.2M | Buy |
183,088
+23,062
| +14% | +$529K | 0.68% | 31 |
|
|
2023
Q1 | $3.76M | Buy |
+160,026
| New | +$3.76M | 0.92% | 31 |
|