RFG Advisory’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 | $233K | Buy |
+10,012
| New | +$233K | 0.01% | 860 |
|
|
2023
Q3 | – | Sell |
-50,902
| Closed | -$1.17M | – | 674 |
|
|
2023
Q2 | $1.17M | Buy |
50,902
+2,736
| +6% | +$63.1K | 0.05% | 259 |
|
|
2023
Q1 | $1.13M | Sell |
48,166
-4,818
| -9% | -$113K | 0.06% | 254 |
|
|
2022
Q4 | $1.25M | Buy |
+52,984
| New | +$1.25M | 0.06% | 233 |
|