RBA Wealth Management’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 | $410K | Buy |
17,643
+491
| +3% | +$11.4K | 0.15% | 70 |
|
|
2025
Q1 | $397K | Buy |
17,152
+402
| +2% | +$9.31K | 0.16% | 68 |
|
|
2024
Q4 | $380K | Sell |
16,750
-1,060
| -6% | -$24.1K | 0.14% | 69 |
|
|
2024
Q3 | $423K | Buy |
17,810
+1,160
| +7% | +$27.6K | 0.16% | 66 |
|
|
2024
Q2 | $379K | Buy |
16,650
+1,976
| +13% | +$45K | 0.15% | 67 |
|
|
2024
Q1 | $338K | Buy |
14,674
+198
| +1% | +$4.55K | 0.14% | 70 |
|
|
2023
Q4 | $337K | Buy |
14,476
+104
| +0.7% | +$2.42K | 0.15% | 68 |
|
|
2023
Q3 | $318K | Buy |
14,372
+986
| +7% | +$21.8K | 0.15% | 70 |
|
|
2023
Q2 | $309K | Sell |
13,386
-1,090
| -8% | -$25.2K | 0.14% | 71 |
|
|
2023
Q1 | $340K | Sell |
14,476
-460
| -3% | -$10.8K | 0.17% | 71 |
|
|
2022
Q4 | $341K | Buy |
14,936
+1,022
| +7% | +$23.3K | 0.18% | 68 |
|
|
2022
Q3 | $315K | Buy |
13,914
+2,454
| +21% | +$55.6K | 0.18% | 69 |
|
|
2022
Q2 | $274K | Sell |
11,460
-816
| -7% | -$19.5K | 0.15% | 80 |
|
|
2022
Q1 | $310K | Buy |
12,276
+304
| +3% | +$7.68K | 0.15% | 81 |
|
|
2021
Q4 | $323K | Buy |
+11,972
| New | +$323K | 0.15% | 85 |
|
|
2021
Q1 | – | Sell |
-9,542
| Closed | -$267K | – | 256 |
|
|
2020
Q4 | $267K | Buy |
9,542
+132
| +1% | +$3.69K | 0.16% | 90 |
|
|
2020
Q3 | $264K | Buy |
9,410
+72
| +0.8% | +$2.02K | 0.18% | 89 |
|
|
2020
Q2 | $263K | Buy |
9,338
+204
| +2% | +$5.75K | 0.19% | 88 |
|
|
2020
Q1 | $248K | Sell |
9,134
-24,504
| -73% | -$665K | 0.21% | 86 |
|
|
2019
Q4 | $898K | Sell |
33,638
-2,592
| -7% | -$69.2K | 0.61% | 48 |
|
|
2019
Q3 | $975K | Buy |
36,230
+3,178
| +10% | +$85.5K | 0.74% | 46 |
|
|
2019
Q2 | $876K | Buy |
33,052
+1,738
| +6% | +$46.1K | 0.68% | 47 |
|
|
2019
Q1 | $809K | Buy |
+31,314
| New | +$809K | 0.63% | 48 |
|