Sunbelt Securities’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 | $726 | Buy |
+32
| New | +$726 | ﹤0.01% | 1685 |
|
|
2025
Q1 | – | Sell |
-32
| Closed | -$727 | – | 1890 |
|
|
2024
Q4 | $727 | Hold |
32
| – | – | ﹤0.01% | 1689 |
|
|
2024
Q3 | $760 | Hold |
32
| – | – | ﹤0.01% | 1707 |
|
|
2024
Q2 | $729 | Hold |
32
| – | – | ﹤0.01% | 1638 |
|
|
2024
Q1 | $736 | Hold |
32
| – | – | ﹤0.01% | 1602 |
|
|
2023
Q4 | $746 | Hold |
32
| – | – | ﹤0.01% | 1570 |
|
|
2023
Q3 | $708 | Hold |
32
| – | – | ﹤0.01% | 1633 |
|
|
2023
Q2 | $739 | Buy |
+32
| New | +$739 | ﹤0.01% | 1561 |
|
|
2020
Q2 | – | Sell |
-13,536
| Closed | -$359K | – | 373 |
|
|
2020
Q1 | $359K | Buy |
+13,536
| New | +$359K | 0.02% | 279 |
|