Texas Yale Capital Corp’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 | $215K | Sell |
9,268
-1,500
| -14% | -$34.9K | 0.01% | 441 |
|
|
2025
Q1 | $249K | Hold |
10,768
| – | – | 0.01% | 409 |
|
|
2024
Q4 | $244K | Sell |
10,768
-1,600
| -13% | -$36.3K | 0.01% | 417 |
|
|
2024
Q3 | $294K | Hold |
12,368
| – | – | 0.01% | 396 |
|
|
2024
Q2 | $282K | Sell |
12,368
-500
| -4% | -$11.4K | 0.01% | 384 |
|
|
2024
Q1 | $296K | Buy |
+12,868
| New | +$296K | 0.01% | 378 |
|