Smart Money Group’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 | $5.35M | Buy |
230,173
+24,146
| +12% | +$561K | 1.68% | 8 |
|
|
2025
Q1 | $4.77M | Buy |
206,027
+60,722
| +42% | +$1.41M | 1.62% | 8 |
|
|
2024
Q4 | $3.3M | Sell |
145,305
-224,183
| -61% | -$5.09M | 1.14% | 26 |
|
|
2024
Q3 | $4.27M | Buy |
369,488
+203,984
| +123% | +$2.35M | 1.52% | 17 |
|
|
2024
Q2 | $3.85M | Buy |
165,504
+62,496
| +61% | +$1.45M | 1.38% | 23 |
|
|
2024
Q1 | $2.3M | Sell |
103,008
-26,840
| -21% | -$599K | 0.89% | 30 |
|
|
2023
Q4 | $3.03M | Buy |
+129,848
| New | +$3.03M | 1.32% | 20 |
|
|
2023
Q3 | – | Sell |
-144,490
| Closed | -$3.33M | – | 77 |
|
|
2023
Q2 | $3.33M | Sell |
144,490
-5,478
| -4% | -$126K | 1.59% | 19 |
|
|
2023
Q1 | $3.53M | Buy |
+149,968
| New | +$3.53M | 1.77% | 19 |
|