Strategic Investment Solutions’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 | $22.6K | Buy |
972
+8
| +0.8% | +$186 | 0.01% | 279 |
|
|
2025
Q1 | $22.3K | Buy |
964
+6
| +0.6% | +$139 | 0.01% | 282 |
|
|
2024
Q4 | $21.8K | Buy |
958
+10
| +1% | +$227 | 0.01% | 293 |
|
|
2024
Q3 | $22.5K | Buy |
948
+72
| +8% | +$1.71K | 0.01% | 271 |
|
|
2024
Q2 | $23.7K | Buy |
+876
| New | +$23.7K | 0.01% | 248 |
|
|
2023
Q4 | $21.6K | Sell |
928
-56,780
| -98% | -$1.32M | ﹤0.01% | 639 |
|
|
2023
Q3 | $1.31M | Buy |
57,708
+56,798
| +6,242% | +$1.29M | 0.02% | 277 |
|
|
2023
Q2 | $21.1K | Buy |
910
+2
| +0.2% | +$46 | ﹤0.01% | 450 |
|
|
2023
Q1 | $21.3K | Buy |
+908
| New | +$21.3K | ﹤0.01% | 530 |
|