Stifel Financial’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 | $279K | Buy |
+12,024
| New | +$279K | ﹤0.01% | 3089 |
|
|
2025
Q1 | – | Sell |
-34,385
| Closed | -$781K | – | 3526 |
|
|
2024
Q4 | $781K | Buy |
34,385
+4,371
| +15% | +$99.2K | ﹤0.01% | 2414 |
|
|
2024
Q3 | $713K | Sell |
30,014
-32,826
| -52% | -$780K | ﹤0.01% | 2449 |
|
|
2024
Q2 | $1.43M | Buy |
62,840
+38,872
| +162% | +$886K | ﹤0.01% | 1954 |
|
|
2024
Q1 | $551K | Buy |
+23,968
| New | +$551K | ﹤0.01% | 2549 |
|
|
2021
Q1 | – | Sell |
-7,902
| Closed | -$221K | – | 3282 |
|
|
2020
Q4 | $221K | Buy |
7,902
+654
| +9% | +$18.3K | ﹤0.01% | 2769 |
|
|
2020
Q3 | $203K | Buy |
+7,248
| New | +$203K | ﹤0.01% | 2615 |
|
|
2018
Q3 | – | Sell |
-13,460
| Closed | -$341K | – | 2812 |
|
|
2018
Q2 | $341K | Buy |
+13,460
| New | +$341K | ﹤0.01% | 2218 |
|