Wealth Alliance’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 | $351K | Sell |
15,119
-4,240
| -22% | -$98.5K | 0.04% | 365 |
|
|
2025
Q1 | $448K | Buy |
19,359
+3,530
| +22% | +$81.8K | 0.05% | 301 |
|
|
2024
Q4 | $359K | Sell |
15,829
-2,381
| -13% | -$54K | 0.04% | 326 |
|
|
2024
Q3 | $433K | Sell |
18,210
-874
| -5% | -$20.8K | 0.05% | 302 |
|
|
2024
Q2 | $435K | Buy |
19,084
+6,030
| +46% | +$137K | 0.06% | 275 |
|
|
2024
Q1 | $300K | Buy |
+13,054
| New | +$300K | 0.04% | 401 |
|