Range Financial 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 | $1.86M | Sell |
80,097
-1,658
| -2% | -$38.5K | 0.73% | 39 |
|
|
2025
Q1 | $1.89M | Buy |
81,755
+7,482
| +10% | +$173K | 0.84% | 32 |
|
|
2024
Q4 | $1.69M | Buy |
+74,273
| New | +$1.69M | 0.78% | 37 |
|
|
2024
Q3 | – | Sell |
-63,932
| Closed | -$1.46M | – | 163 |
|
|
2024
Q2 | $1.46M | Buy |
63,932
+5,048
| +9% | +$115K | 0.74% | 41 |
|
|
2024
Q1 | $1.35M | Buy |
58,884
+7,836
| +15% | +$180K | 0.7% | 46 |
|
|
2023
Q4 | $1.19M | Buy |
51,048
+166
| +0.3% | +$3.87K | 0.72% | 48 |
|
|
2023
Q3 | $1.13M | Buy |
50,882
+1,542
| +3% | +$34.1K | 0.74% | 48 |
|
|
2023
Q2 | $1.14M | Buy |
49,340
+5,338
| +12% | +$123K | 0.72% | 53 |
|
|
2023
Q1 | $1.03M | Buy |
44,002
+34,110
| +345% | +$800K | 0.68% | 54 |
|
|
2022
Q4 | $226K | Sell |
9,892
-1,776
| -15% | -$40.5K | 0.15% | 158 |
|
|
2022
Q3 | $264K | Sell |
11,668
-5,736
| -33% | -$130K | 0.2% | 139 |
|
|
2022
Q2 | $417K | Buy |
17,404
+2,516
| +17% | +$60.3K | 0.3% | 121 |
|
|
2022
Q1 | $376K | Buy |
+14,888
| New | +$376K | 0.24% | 128 |
|