WealthCollab’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 | $419K | Hold |
18,047
| – | – | 0.23% | 47 |
|
|
2025
Q1 | $418K | Sell |
18,047
-1,453
| -7% | -$33.7K | 0.26% | 45 |
|
|
2024
Q4 | $443K | Sell |
19,500
-1,142
| -6% | -$25.9K | 0.28% | 45 |
|
|
2024
Q3 | $490K | Hold |
20,642
| – | – | 0.32% | 42 |
|
|
2024
Q2 | $470K | Hold |
20,642
| – | – | 0.34% | 43 |
|
|
2024
Q1 | $475K | Hold |
20,642
| – | – | 0.35% | 40 |
|
|
2023
Q4 | $481K | Buy |
+20,642
| New | +$481K | 0.38% | 38 |
|