Summit Wealth Group’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 | – | Sell |
-11,218
| Closed | -$260K | – | 113 |
|
|
2025
Q1 | $260K | Sell |
11,218
-184
| -2% | -$4.27K | 0.08% | 86 |
|
|
2024
Q4 | $259K | Hold |
11,402
| – | – | 0.08% | 84 |
|
|
2024
Q3 | $271K | Sell |
11,402
-594
| -5% | -$14.1K | 0.08% | 81 |
|
|
2024
Q2 | $273K | Buy |
+11,996
| New | +$273K | 0.08% | 74 |
|
|
2023
Q3 | – | Sell |
-17,552
| Closed | -$405K | – | 65 |
|
|
2023
Q2 | $405K | Sell |
17,552
-897,854
| -98% | -$20.7M | 0.16% | 49 |
|
|
2023
Q1 | $10K | Buy |
+915,406
| New | +$10K | 0.24% | 40 |
|