Stephens Consulting’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 | $72.2K | Buy |
3,107
+35
| +1% | +$813 | 0.02% | 160 |
|
|
2025
Q1 | $71.1K | Hold |
3,072
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $69.7K | Sell |
3,072
-50
| -2% | -$1.14K | 0.02% | 161 |
|
|
2024
Q3 | $74.2K | Hold |
3,122
| – | – | 0.02% | 151 |
|
|
2024
Q2 | $71.2K | Buy |
3,122
+1,734
| +125% | +$39.5K | 0.02% | 153 |
|
|
2024
Q1 | $31.9K | Hold |
1,388
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $32.4K | Hold |
1,388
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $30.7K | Hold |
1,388
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $32K | Buy |
1,388
+478
| +53% | +$11K | 0.01% | 207 |
|
|
2023
Q1 | $21.3K | Hold |
910
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $20.8K | Hold |
910
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $20.6K | Buy |
+910
| New | +$20.6K | 0.02% | 248 |
|