Syon Capital’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
Q1 | – | Sell |
-188,363
| Closed | -$4.28M | – | 653 |
|
|
2024
Q4 | $4.28M | Buy |
188,363
+16,807
| +10% | +$382K | 0.39% | 53 |
|
|
2024
Q3 | $4.08M | Buy |
171,556
+18,930
| +12% | +$450K | 0.36% | 54 |
|
|
2024
Q2 | $3.48M | Buy |
152,626
+1,502
| +1% | +$34.2K | 0.32% | 55 |
|
|
2024
Q1 | $3.48M | Sell |
151,124
-151,124
| -50% | -$3.48M | 0.33% | 54 |
|
|
2023
Q4 | $7.05M | Buy |
+302,248
| New | +$7.05M | 0.3% | 56 |
|