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Rothschild Investment LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Rothschild Investment LLC’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$86.4K Hold
3,717
– – 0.01% 670
2025
Q1 		$86.1K Hold
3,717
– – 0.01% 663
2024
Q4 		$84.4K Buy
3,717
+23
+0.6% +$522 0.01% 674
2024
Q3 		$87.8K Buy
+3,694
New +$87.8K 0.01% 671