RDA Financial Network’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 | $1.97M | Sell |
84,652
-4,747
| -5% | -$110K | 0.53% | 49 |
|
|
2025
Q1 | $2.07M | Sell |
89,399
-7,955
| -8% | -$184K | 0.62% | 46 |
|
|
2024
Q4 | $2.21M | Buy |
97,354
+39,902
| +69% | +$906K | 0.64% | 42 |
|
|
2024
Q3 | $1.37M | Buy |
57,452
+950
| +2% | +$22.6K | 0.42% | 71 |
|
|
2024
Q2 | $1.29M | Buy |
56,502
+36,058
| +176% | +$822K | 0.42% | 68 |
|
|
2024
Q1 | $470K | Buy |
20,444
+902
| +5% | +$20.7K | 0.16% | 134 |
|
|
2023
Q4 | $456K | Sell |
19,542
-134
| -0.7% | -$3.12K | 0.17% | 131 |
|
|
2023
Q3 | $435K | Sell |
19,676
-4,778
| -20% | -$106K | 0.19% | 122 |
|
|
2023
Q2 | $564K | Buy |
24,454
+244
| +1% | +$5.63K | 0.24% | 101 |
|
|
2023
Q1 | $568K | Buy |
24,210
+7,266
| +43% | +$170K | 0.26% | 93 |
|
|
2022
Q4 | $387K | Buy |
16,944
+1,896
| +13% | +$43.3K | 0.19% | 124 |
|
|
2022
Q3 | $341K | Buy |
15,048
+1,346
| +10% | +$30.5K | 0.19% | 134 |
|
|
2022
Q2 | $328K | Buy |
+13,702
| New | +$328K | 0.17% | 142 |
|