TruNorth Capital Management’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 | $27.2M | Buy |
1,170,551
+1,427
| +0.1% | +$33.2K | 6.05% | 4 |
|
|
2025
Q1 | $27.1M | Buy |
1,169,124
+28,486
| +2% | +$660K | 6.73% | 4 |
|
|
2024
Q4 | $25.9M | Sell |
1,140,638
-207,492
| -15% | -$4.71M | 7.08% | 4 |
|
|
2024
Q3 | $32M | Buy |
1,348,130
+101,700
| +8% | +$2.42M | 9.49% | 3 |
|
|
2024
Q2 | $28.4M | Buy |
1,246,430
+84,674
| +7% | +$1.93M | 9.22% | 3 |
|
|
2024
Q1 | $26.7M | Buy |
+1,161,756
| New | +$26.7M | 9.21% | 4 |
|