Transform Wealth’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 | $2.02M | Sell |
87,209
-5,149
| -6% | -$119K | 0.12% | 115 |
|
|
2024
Q4 | $2.1M | Buy |
92,358
+4,866
| +6% | +$110K | 0.12% | 117 |
|
|
2024
Q3 | $2.08M | Buy |
87,492
+5,386
| +7% | +$128K | 0.14% | 100 |
|
|
2024
Q2 | $1.87M | Buy |
82,106
+856
| +1% | +$19.5K | 0.14% | 101 |
|
|
2024
Q1 | $1.87M | Buy |
81,250
+15,400
| +23% | +$354K | 0.18% | 101 |
|
|
2023
Q4 | $1.53M | Buy |
65,850
+5,224
| +9% | +$122K | 0.15% | 115 |
|
|
2023
Q3 | $1.34M | Sell |
60,626
-59,282
| -49% | -$1.31M | 0.14% | 116 |
|
|
2023
Q2 | $2.77M | Sell |
119,908
-7,792
| -6% | -$180K | 0.25% | 102 |
|
|
2023
Q1 | $3M | Buy |
127,700
+64,700
| +103% | +$1.52M | 0.28% | 96 |
|
|
2022
Q4 | $1.44M | Buy |
+63,000
| New | +$1.44M | 0.16% | 113 |
|