Shearwater Capital’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 | $971K | Hold |
41,789
| – | – | 0.61% | 20 |
|
|
2025
Q1 | $968K | Hold |
41,789
| – | – | 0.68% | 18 |
|
|
2024
Q4 | $949K | Sell |
41,789
-3
| -0% | -$68 | 0.64% | 18 |
|
|
2024
Q3 | $993K | Sell |
41,792
-706
| -2% | -$16.8K | 0.68% | 19 |
|
|
2024
Q2 | $969K | Hold |
42,498
| – | – | 0.71% | 19 |
|
|
2024
Q1 | $977K | Buy |
42,498
+818
| +2% | +$18.8K | 0.72% | 18 |
|
|
2023
Q4 | $972K | Hold |
41,680
| – | – | 0.77% | 18 |
|
|
2023
Q3 | $922K | Sell |
41,680
-870
| -2% | -$19.2K | 0.83% | 19 |
|
|
2023
Q2 | $982K | Hold |
42,550
| – | – | 0.86% | 17 |
|
|
2023
Q1 | $998K | Buy |
42,550
+40,398
| +1,877% | +$948K | 0.93% | 16 |
|
|
2022
Q4 | $971K | Buy |
2,152
+6
| +0.3% | +$2.71K | 0.98% | 14 |
|
|
2022
Q3 | $964K | Sell |
2,146
-36
| -2% | -$16.2K | 1.09% | 13 |
|
|
2022
Q2 | $1.02M | Sell |
2,182
-30
| -1% | -$14K | 1.1% | 14 |
|
|
2022
Q1 | $1.08M | Sell |
2,212
-40
| -2% | -$19.5K | 0.99% | 12 |
|
|
2021
Q4 | $1.15M | Buy |
+2,252
| New | +$1.15M | 0.99% | 12 |
|