Spectrum Planning & Advisory Services’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 | $5.37M | Sell |
230,955
-84,895
| -27% | -$1.97M | 3.47% | 9 |
|
|
2025
Q1 | $7.32M | Buy |
315,850
+52,470
| +20% | +$1.22M | 6.09% | 5 |
|
|
2024
Q4 | $5.98M | Sell |
263,380
-17,144
| -6% | -$389K | 5.19% | 7 |
|
|
2024
Q3 | $6.67M | Sell |
280,524
-194
| -0.1% | -$4.61K | 6.41% | 5 |
|
|
2024
Q2 | $6.43M | Buy |
+280,718
| New | +$6.43M | 6.2% | 6 |
|
|
2023
Q4 | $1.56M | Buy |
66,944
+4,386
| +7% | +$102K | 2.21% | 10 |
|
|
2023
Q3 | $1.38M | Sell |
62,558
-5,694
| -8% | -$126K | 2.18% | 10 |
|
|
2023
Q2 | $1.57M | Buy |
68,252
+5,324
| +8% | +$122K | 2.35% | 10 |
|
|
2023
Q1 | $1.48M | Sell |
62,928
-56,696
| -47% | -$1.33M | 2.4% | 10 |
|
|
2022
Q4 | $2.73M | Sell |
119,624
-74,628
| -38% | -$1.7M | 3.73% | 7 |
|
|
2022
Q3 | $4.4M | Sell |
194,252
-9,024
| -4% | -$204K | 4.45% | 7 |
|
|
2022
Q2 | $4.87M | Sell |
203,276
-12,540
| -6% | -$300K | 5.07% | 8 |
|
|
2022
Q1 | $5.46M | Buy |
+215,816
| New | +$5.46M | 4.99% | 7 |
|