Shearwater Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $981K | Hold |
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|
2025
Q2 | $971K | Hold |
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|
2025
Q1 | $968K | Hold |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $993K | Sell |
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|
2024
Q2 | $969K | Hold |
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|
2024
Q1 | $977K | Buy |
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|
2023
Q4 | $972K | Hold |
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|
2023
Q3 | $922K | Sell |
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|
2023
Q2 | $982K | Hold |
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|
2023
Q1 | $998K | Buy |
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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