Portside Wealth Group’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 | $360K | Sell |
15,510
-138
| -0.9% | -$3.21K | 0.05% | 303 |
|
|
2025
Q1 | $362K | Hold |
15,648
| – | – | 0.06% | 284 |
|
|
2024
Q4 | $355K | Sell |
15,648
-282
| -2% | -$6.4K | 0.06% | 286 |
|
|
2024
Q3 | $379K | Sell |
15,930
-6,988
| -30% | -$166K | 0.06% | 262 |
|
|
2024
Q2 | $522K | Sell |
22,918
-9,184
| -29% | -$209K | 0.1% | 204 |
|
|
2024
Q1 | $738K | Buy |
+32,102
| New | +$738K | 0.14% | 163 |
|