Syntegra Private 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 | $364K | Sell |
15,663
-1,959
| -11% | -$45.5K | 0.04% | 132 |
|
|
2025
Q1 | $408K | Sell |
17,622
-1,359
| -7% | -$31.5K | 0.05% | 100 |
|
|
2024
Q4 | $431K | Sell |
18,981
-215
| -1% | -$4.88K | 0.05% | 92 |
|
|
2024
Q3 | $456K | Sell |
19,196
-250
| -1% | -$5.94K | 0.05% | 87 |
|
|
2024
Q2 | $443K | Sell |
19,446
-410
| -2% | -$9.34K | 0.06% | 81 |
|
|
2024
Q1 | $457K | Buy |
19,856
+52
| +0.3% | +$1.2K | 0.06% | 76 |
|
|
2023
Q4 | $462K | Sell |
19,804
-864
| -4% | -$20.1K | 0.07% | 69 |
|
|
2023
Q3 | $457K | Sell |
20,668
-1,920
| -9% | -$42.5K | 0.07% | 69 |
|
|
2023
Q2 | $521K | Buy |
22,588
+960
| +4% | +$22.2K | 0.08% | 67 |
|
|
2023
Q1 | $507K | Buy |
21,628
+5,440
| +34% | +$128K | 0.09% | 67 |
|
|
2022
Q4 | $370K | Buy |
+16,188
| New | +$370K | 0.07% | 73 |
|