Truvestments 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 |
-934
| Closed | -$21.2K | – | 1142 |
|
|
2024
Q4 | $21.2K | Buy |
+934
| New | +$21.2K | 0.01% | 490 |
|
|
2021
Q3 | – | Sell |
-7,214
| Closed | -$197K | – | 650 |
|
|
2021
Q2 | $197K | Buy |
7,214
+40
| +0.6% | +$1.09K | 0.11% | 151 |
|
|
2021
Q1 | $194K | Sell |
7,174
-88
| -1% | -$2.38K | 0.11% | 160 |
|
|
2020
Q4 | $203K | Buy |
7,262
+56
| +0.8% | +$1.57K | 0.14% | 149 |
|
|
2020
Q3 | $202K | Buy |
7,206
+42
| +0.6% | +$1.18K | 0.18% | 132 |
|
|
2020
Q2 | $201K | Sell |
7,164
-3,196
| -31% | -$89.7K | 0.2% | 91 |
|
|
2020
Q1 | $281K | Buy |
+10,360
| New | +$281K | 0.36% | 70 |
|