Semmax Financial 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
Q2 | $759K | Buy |
32,761
+751
| +2% | +$17.4K | 0.2% | 106 |
|
|
2025
Q1 | $733K | Buy |
32,010
+2,001
| +7% | +$45.8K | 0.2% | 104 |
|
|
2024
Q4 | $685K | Sell |
30,009
-26,991
| -47% | -$616K | 0.18% | 106 |
|
|
2024
Q3 | $653K | Buy |
57,000
+31,830
| +126% | +$365K | 0.18% | 102 |
|
|
2024
Q2 | $591K | Buy |
25,170
+2,448
| +11% | +$57.5K | 0.18% | 102 |
|
|
2024
Q1 | $514K | Buy |
22,722
+7,002
| +45% | +$158K | 0.17% | 100 |
|
|
2023
Q4 | $357K | Buy |
15,720
+13,526
| +616% | +$307K | 0.13% | 97 |
|
|
2023
Q3 | $48.4K | Buy |
+2,194
| New | +$48.4K | 0.02% | 120 |
|