Redwood Investment 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 | $3.13M | Sell |
134,560
-5,302
| -4% | -$123K | 0.33% | 64 |
|
|
2025
Q1 | $3.24M | Buy |
139,862
+9,597
| +7% | +$222K | 0.35% | 57 |
|
|
2024
Q4 | $2.96M | Buy |
130,265
+10,241
| +9% | +$232K | 0.29% | 58 |
|
|
2024
Q3 | $2.85M | Buy |
120,024
+7,628
| +7% | +$181K | 0.25% | 65 |
|
|
2024
Q2 | $2.56M | Buy |
112,396
+11,952
| +12% | +$272K | 0.22% | 91 |
|
|
2024
Q1 | $2.31M | Buy |
100,444
+25,560
| +34% | +$588K | 0.22% | 100 |
|
|
2023
Q4 | $1.75M | Buy |
74,884
+28,470
| +61% | +$664K | 0.16% | 149 |
|
|
2023
Q3 | $1.03M | Buy |
+46,414
| New | +$1.03M | 0.09% | 228 |
|