Sound Income Strategies’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 | $7.11K | Sell |
306
-976
| -76% | -$22.7K | ﹤0.01% | 1019 |
|
|
2025
Q1 | $29.7K | Sell |
1,282
-2,224
| -63% | -$51.5K | ﹤0.01% | 630 |
|
|
2024
Q4 | $79.6K | Buy |
3,506
+2,024
| +137% | +$45.9K | ﹤0.01% | 386 |
|
|
2024
Q3 | $35.2K | Buy |
+1,482
| New | +$35.2K | ﹤0.01% | 524 |
|
|
2024
Q1 | – | Sell |
-2,542
| Closed | -$59.3K | – | 1436 |
|
|
2023
Q4 | $59.3K | Buy |
+2,542
| New | +$59.3K | ﹤0.01% | 368 |
|
|
2023
Q1 | – | Sell |
-194
| Closed | -$4.43K | – | 1134 |
|
|
2022
Q4 | $4.43K | Buy |
+194
| New | +$4.43K | ﹤0.01% | 664 |
|