Retirement Guys Formula’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 | $453K | Sell |
19,481
-108
| -0.6% | -$2.51K | 0.17% | 108 |
|
|
2025
Q1 | $454K | Sell |
19,589
-250
| -1% | -$5.79K | 0.23% | 99 |
|
|
2024
Q4 | $450K | Sell |
19,839
-537
| -3% | -$12.2K | 0.23% | 97 |
|
|
2024
Q3 | $484K | Buy |
20,376
+554
| +3% | +$13.2K | 0.23% | 93 |
|
|
2024
Q2 | $452K | Sell |
19,822
-3,388
| -15% | -$77.2K | 0.22% | 98 |
|
|
2024
Q1 | $534K | Sell |
23,210
-134
| -0.6% | -$3.08K | 0.26% | 94 |
|
|
2023
Q4 | $544K | Buy |
23,344
+1,714
| +8% | +$40K | 0.29% | 76 |
|
|
2023
Q3 | $478K | Sell |
21,630
-44
| -0.2% | -$973 | 0.33% | 84 |
|
|
2023
Q2 | $500K | Sell |
21,674
-2,014
| -9% | -$46.5K | 0.29% | 83 |
|
|
2023
Q1 | $556K | Sell |
23,688
-348
| -1% | -$8.16K | 0.4% | 70 |
|
|
2022
Q4 | $549K | Sell |
24,036
-3,962
| -14% | -$90.4K | 0.45% | 63 |
|
|
2022
Q3 | $634K | Buy |
27,998
+2,768
| +11% | +$62.7K | 0.67% | 27 |
|
|
2022
Q2 | $604K | Buy |
25,230
+10,160
| +67% | +$243K | 0.62% | 29 |
|
|
2022
Q1 | $381K | Sell |
15,070
-79,870
| -84% | -$2.02M | 0.26% | 75 |
|
|
2021
Q4 | $2.56M | Buy |
+94,940
| New | +$2.56M | 2.03% | 13 |
|