Park Edge 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 | $1.23M | Buy |
53,067
+5,576
| +12% | +$130K | 0.32% | 62 |
|
|
2025
Q1 | $1.1M | Buy |
47,491
+3,527
| +8% | +$81.7K | 0.31% | 58 |
|
|
2024
Q4 | $998K | Buy |
43,964
+28,804
| +190% | +$654K | 0.29% | 62 |
|
|
2024
Q3 | $360K | Sell |
15,160
-86
| -0.6% | -$2.04K | 0.1% | 105 |
|
|
2024
Q2 | $347K | Sell |
15,246
-9,748
| -39% | -$222K | 0.11% | 102 |
|
|
2024
Q1 | $575K | Sell |
24,994
-2,326
| -9% | -$53.5K | 0.16% | 76 |
|
|
2023
Q4 | $637K | Sell |
27,320
-3,438
| -11% | -$80.1K | 0.22% | 59 |
|
|
2023
Q3 | $680K | Sell |
30,758
-1,130
| -4% | -$25K | 0.24% | 50 |
|
|
2023
Q2 | $736K | Sell |
31,888
-856
| -3% | -$19.8K | 0.25% | 42 |
|
|
2023
Q1 | $768K | Buy |
32,744
+10,160
| +45% | +$238K | 0.29% | 36 |
|
|
2022
Q4 | $515K | Buy |
+22,584
| New | +$515K | 0.23% | 45 |
|