Strategic Blueprint’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 | $2.15M | Sell |
92,693
-687
| -0.7% | -$16K | 0.11% | 178 |
|
|
2025
Q1 | $2.16M | Buy |
93,380
+11,022
| +13% | +$255K | 0.12% | 166 |
|
|
2024
Q4 | $1.87M | Buy |
82,358
+2,566
| +3% | +$58.2K | 0.11% | 162 |
|
|
2024
Q3 | $1.9M | Sell |
79,792
-11,584
| -13% | -$275K | 0.12% | 164 |
|
|
2024
Q2 | $2.08M | Sell |
91,376
-21,244
| -19% | -$484K | 0.14% | 138 |
|
|
2024
Q1 | $2.59M | Sell |
112,620
-19,760
| -15% | -$454K | 0.18% | 116 |
|
|
2023
Q4 | $3.09M | Sell |
132,380
-47,794
| -27% | -$1.11M | 0.25% | 93 |
|
|
2023
Q3 | $3.98M | Buy |
180,174
+10,170
| +6% | +$225K | 0.37% | 63 |
|
|
2023
Q2 | $3.92M | Sell |
170,004
-18,514
| -10% | -$427K | 0.37% | 60 |
|
|
2023
Q1 | $4.42M | Buy |
188,518
+56,900
| +43% | +$1.33M | 0.46% | 50 |
|
|
2022
Q4 | $3M | Sell |
131,618
-18,402
| -12% | -$420K | 0.35% | 72 |
|
|
2022
Q3 | $3.4M | Buy |
150,020
+6,364
| +4% | +$144K | 0.41% | 53 |
|
|
2022
Q2 | $3.44M | Buy |
143,656
+59,050
| +70% | +$1.41M | 0.42% | 53 |
|
|
2022
Q1 | $2.14M | Buy |
84,606
+74,188
| +712% | +$1.88M | 0.25% | 94 |
|
|
2021
Q4 | $281K | Buy |
10,418
+1,538
| +17% | +$41.5K | 0.04% | 393 |
|
|
2021
Q3 | $241K | Sell |
8,880
-16
| -0.2% | -$434 | 0.04% | 357 |
|
|
2021
Q2 | $243K | Buy |
+8,896
| New | +$243K | 0.04% | 329 |
|