Twele Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Twele Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Sell	51,142 -712	-1%	-$16.5K	0.24%	23
2025 Q1	$1.2M	Buy	51,854 +299	+0.6%	+$6.93K	0.25%	23
2024 Q4	$1.17M	Sell	51,555 -807	-2%	-$18.3K	0.25%	23
2024 Q3	$1.24M	Buy	52,362 +918	+2%	+$21.8K	0.26%	22
2024 Q2	$1.17M	Buy	51,444 +1,388	+3%	+$31.6K	0.27%	22
2024 Q1	$1.15M	Buy	50,056 +3,198	+7%	+$73.6K	0.26%	22
2023 Q4	$1.09M	Sell	46,858 -4,690	-9%	-$109K	0.18%	27
2023 Q3	$1.14M	Sell	51,548 -3,778	-7%	-$83.6K	0.2%	26
2023 Q2	$1.28M	Sell	55,326 -180	-0.3%	-$4.15K	0.21%	26
2023 Q1	$1.3M	Sell	55,506 -3,064	-5%	-$71.9K	0.21%	29
2022 Q4	$1.34M	Buy	58,570 +366	+0.6%	+$8.35K	0.22%	28
2022 Q3	$1.32M	Sell	58,204 -6,706	-10%	-$152K	0.23%	29
2022 Q2	$1.55M	Sell	64,910 -11,042	-15%	-$264K	0.24%	30
2022 Q1	$1.92M	Sell	75,952 -716	-0.9%	-$18.1K	0.26%	29
2021 Q4	$2.07M	Buy	76,668 +4,092	+6%	+$110K	0.26%	29
2021 Q3	$1.97M	Sell	72,576 -628	-0.9%	-$17K	0.26%	29
2021 Q2	$2M	Buy	73,204 +5,792	+9%	+$158K	0.31%	28
2021 Q1	$1.82M	Sell	67,412 -1,558	-2%	-$42K	0.29%	29
2020 Q4	$1.93M	Buy	68,970 +7,018	+11%	+$197K	0.35%	28
2020 Q3	$1.74M	Buy	61,952 +3,496	+6%	+$98K	0.34%	29
2020 Q2	$1.64M	Buy	58,456 +4,738	+9%	+$133K	0.33%	29
2020 Q1	$1.46M	Sell	53,718 -8,752	-14%	-$238K	0.32%	29
2019 Q4	$1.67M	Buy	62,470 +3,684	+6%	+$98.4K	0.31%	28
2019 Q3	$1.58M	Buy	58,786 +7,038	+14%	+$190K	0.31%	28
2019 Q2	$1.37M	Buy	51,748 +2,044	+4%	+$54.2K	0.28%	28
2019 Q1	$1.29M	Buy	49,704 +2,096	+4%	+$54.4K	0.28%	27
2018 Q4	$1.2M	Buy	47,608 +1,892	+4%	+$47.8K	0.28%	28
2018 Q3	$1.15M	Buy	45,716 +68	+0.1%	+$1.71K	0.26%	28
2018 Q2	$1.16M	Buy	45,648 +3,336	+8%	+$84.5K	0.27%	28
2018 Q1	$1.08M	Buy	42,312 +1,172	+3%	+$29.9K	0.25%	28
2017 Q4	$1.07M	Buy	41,140 +2,058	+5%	+$53.5K	0.24%	28
2017 Q3	$1.02M	Sell	39,082 -3,278	-8%	-$85.8K	0.25%	27
2017 Q2	$1.11M	Buy	42,360 +2,596	+7%	+$67.8K	0.28%	27
2017 Q1	$1.03M	Buy	39,764 +3,458	+10%	+$89.6K	0.27%	30
2016 Q4	$935K	Buy	36,306 +1,970	+6%	+$50.7K	0.25%	31
2016 Q3	$921K	Buy	34,336 +6,124	+22%	+$164K	0.25%	31
2016 Q2	$758K	Buy	28,212 +2,210	+8%	+$59.4K	0.21%	31
2016 Q1	$687K	Buy	26,002 +2,340	+10%	+$61.8K	0.2%	30
2015 Q4	$609K	Sell	23,662 -40	-0.2%	-$1.03K	0.18%	40
2015 Q3	$618K	Buy	23,702 +9,082	+62%	+$237K	0.18%	48
2015 Q2	$378K	Buy	14,620 +1,050	+8%	+$27.1K	0.11%	57
2015 Q1	$359K	Buy	13,570 +3,490	+35%	+$92.3K	0.1%	57
2014 Q4	$264K	Buy	+10,080	New	+$264K	0.08%	58