Pacific Capital Wealth Advisors’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 | – | Sell |
-24,996
| Closed | -$579K | – | 81 |
|
|
2025
Q1 | $579K | Hold |
24,996
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $567K | Hold |
24,996
| – | – | 0.09% | 49 |
|
|
2024
Q3 | $594K | Buy |
24,996
+13,984
| +127% | +$332K | 0.1% | 49 |
|
|
2024
Q2 | $251K | Hold |
11,012
| – | – | 0.05% | 60 |
|
|
2024
Q1 | $253K | Hold |
11,012
| – | – | 0.06% | 56 |
|
|
2023
Q4 | $257K | Sell |
11,012
-7,802
| -41% | -$182K | 0.07% | 53 |
|
|
2023
Q3 | $416K | Buy |
+18,814
| New | +$416K | 0.12% | 48 |
|