RCS Financial Planning’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 | $949K | Buy |
40,826
+1,974
| +5% | +$45.9K | 0.47% | 38 |
|
|
2025
Q1 | $900K | Buy |
38,852
+10,621
| +38% | +$246K | 0.47% | 38 |
|
|
2024
Q4 | $641K | Buy |
28,231
+10,729
| +61% | +$244K | 0.34% | 46 |
|
|
2024
Q3 | $416K | Sell |
17,502
-904
| -5% | -$21.5K | 0.23% | 53 |
|
|
2024
Q2 | $419K | Buy |
18,406
+178
| +1% | +$4.06K | 0.25% | 54 |
|
|
2024
Q1 | $419K | Sell |
18,228
-3,290
| -15% | -$75.7K | 0.26% | 55 |
|
|
2023
Q4 | $502K | Buy |
+21,518
| New | +$502K | 0.33% | 44 |
|