Plum Street 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 | $21.6M | Sell |
928,881
-20,186
| -2% | -$469K | 9.52% | 1 |
|
|
2025
Q1 | $22M | Buy |
949,067
+3,006
| +0.3% | +$69.6K | 10.59% | 1 |
|
|
2024
Q4 | $21.5M | Buy |
946,061
+96,659
| +11% | +$2.19M | 10.6% | 1 |
|
|
2024
Q3 | $20.2M | Buy |
849,402
+73,578
| +9% | +$1.75M | 10.22% | 2 |
|
|
2024
Q2 | $17.7M | Sell |
775,824
-73,578
| -9% | -$1.68M | 10.31% | 2 |
|
|
2024
Q1 | $20.2M | Buy |
849,402
+236,220
| +39% | +$5.61M | 10.22% | 2 |
|
|
2023
Q4 | $14.3M | Buy |
+613,182
| New | +$14.3M | 9.52% | 2 |
|