VanderPol Investments’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 | $2.61M | Sell |
112,247
-52,370
| -32% | -$1.22M | 5.48% | 4 |
|
|
2025
Q1 | $3.81M | Buy |
164,617
+3,606
| +2% | +$83.5K | 8.05% | 3 |
|
|
2024
Q4 | $3.65M | Sell |
161,011
-20,021
| -11% | -$454K | 7.99% | 3 |
|
|
2024
Q3 | $4.3M | Buy |
181,032
+70,432
| +64% | +$1.67M | 9.58% | 2 |
|
|
2024
Q2 | $2.52M | Buy |
110,600
+7,978
| +8% | +$182K | 7.65% | 3 |
|
|
2024
Q1 | $2.36M | Buy |
102,622
+7,154
| +7% | +$165K | 6.77% | 3 |
|
|
2023
Q4 | $2.23M | Buy |
+95,468
| New | +$2.23M | 7.58% | 3 |
|