Professional Financial 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 | – | Sell |
-9,865
| Closed | -$228K | – | 119 |
|
|
2025
Q1 | $228K | Buy |
+9,865
| New | +$228K | 0.06% | 100 |
|
|
2022
Q4 | – | Sell |
-4,946
| Closed | -$112K | – | 377 |
|
|
2022
Q3 | $112K | Buy |
4,946
+8
| +0.2% | +$181 | 0.07% | 94 |
|
|
2022
Q2 | $118K | Buy |
4,938
+3,734
| +310% | +$89.2K | 0.07% | 101 |
|
|
2022
Q1 | $30K | Buy |
+1,204
| New | +$30K | 0.01% | 195 |
|