Partners in Financial Planning’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 | $302K | Buy |
12,986
+132
| +1% | +$3.07K | 0.06% | 92 |
|
|
2025
Q1 | $298K | Sell |
12,854
-428
| -3% | -$9.91K | 0.06% | 85 |
|
|
2024
Q4 | $301K | Sell |
13,282
-518
| -4% | -$11.8K | 0.06% | 86 |
|
|
2024
Q3 | $328K | Sell |
13,800
-556
| -4% | -$13.2K | 0.07% | 84 |
|
|
2024
Q2 | $327K | Buy |
14,356
+936
| +7% | +$21.3K | 0.07% | 82 |
|
|
2024
Q1 | $309K | Sell |
13,420
-792
| -6% | -$18.2K | 0.07% | 85 |
|
|
2023
Q4 | $331K | Buy |
+14,212
| New | +$331K | 0.08% | 77 |
|