Regal Investment Advisors’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
Q1 | – | Sell |
-75,603
| Closed | -$1.72M | – | 487 |
|
|
2024
Q4 | $1.72M | Buy |
75,603
+15,071
| +25% | +$342K | 0.13% | 175 |
|
|
2024
Q3 | $1.44M | Buy |
60,532
+4,498
| +8% | +$107K | 0.1% | 207 |
|
|
2024
Q2 | $1.28M | Buy |
56,034
+12,616
| +29% | +$288K | 0.08% | 223 |
|
|
2024
Q1 | $999K | Buy |
43,418
+536
| +1% | +$12.3K | 0.07% | 242 |
|
|
2023
Q4 | $1,000K | Buy |
42,882
+5,652
| +15% | +$132K | 0.08% | 225 |
|
|
2023
Q3 | $823K | Buy |
37,230
+2,644
| +8% | +$58.5K | 0.07% | 227 |
|
|
2023
Q2 | $798K | Buy |
34,586
+3,568
| +12% | +$82.4K | 0.07% | 223 |
|
|
2023
Q1 | $728K | Buy |
31,018
+11,288
| +57% | +$265K | 0.06% | 231 |
|
|
2022
Q4 | $450K | Sell |
19,730
-1,840
| -9% | -$42K | 0.04% | 294 |
|
|
2022
Q3 | $489K | Buy |
21,570
+6,304
| +41% | +$143K | 0.05% | 271 |
|
|
2022
Q2 | $365K | Buy |
15,266
+4,268
| +39% | +$102K | 0.04% | 335 |
|
|
2022
Q1 | $278K | Buy |
10,998
+3,202
| +41% | +$80.9K | 0.03% | 429 |
|
|
2021
Q4 | $210K | Buy |
+7,796
| New | +$210K | 0.02% | 512 |
|
|
2013
Q4 | – | Sell |
-14,928
| Closed | -$379K | – | 941 |
|
|
2013
Q3 | $379K | Buy |
14,928
+14,926
| +746,300% | +$379K | 0.22% | 120 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 923 |
|