Regimen Wealth’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 | $294K | Buy |
12,650
+128
| +1% | +$2.98K | 0.09% | 61 |
|
|
2025
Q1 | $290K | Buy |
12,522
+88
| +0.7% | +$2.04K | 0.09% | 50 |
|
|
2024
Q4 | $282K | Buy |
12,434
+412
| +3% | +$9.35K | 0.09% | 50 |
|
|
2024
Q3 | $286K | Buy |
12,022
+114
| +1% | +$2.71K | 0.09% | 52 |
|
|
2024
Q2 | $271K | Buy |
+11,908
| New | +$271K | 0.09% | 54 |
|