Principal Securities’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 | $47.2K | Sell |
2,032
-134
| -6% | -$3.11K | ﹤0.01% | 1912 |
|
|
2025
Q1 | $49.2K | Hold |
2,166
| – | – | ﹤0.01% | 1764 |
|
|
2024
Q4 | $49.2K | Sell |
2,166
-10,332
| -83% | -$235K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $297K | Buy |
12,498
+5,260
| +73% | +$125K | 0.01% | 938 |
|
|
2024
Q2 | $165K | Buy |
7,238
+4,218
| +140% | +$96.1K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $69.5K | Buy |
3,020
+578
| +24% | +$13.3K | ﹤0.01% | 1421 |
|
|
2023
Q4 | $56.9K | Buy |
+2,442
| New | +$56.9K | ﹤0.01% | 1426 |
|