Smart Portfolios LLC’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 | $1.49M | Hold |
64,280
| – | – | 1.51% | 18 |
|
|
2025
Q1 | $1.49M | Hold |
64,280
| – | – | 1.62% | 17 |
|
|
2024
Q4 | $1.46M | Hold |
64,280
| – | – | 1.53% | 16 |
|
|
2024
Q3 | $1.53M | Hold |
64,280
| – | – | 1.56% | 18 |
|
|
2024
Q2 | $1.46M | Buy |
64,280
+1,670
| +3% | +$38.1K | 1.48% | 19 |
|
|
2024
Q1 | $1.44M | Buy |
+62,610
| New | +$1.44M | 1.52% | 19 |
|