Weaver Capital Management’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 | $1.77K | Hold |
76
| – | – | ﹤0.01% | 180 |
|
|
2025
Q1 | $1.76K | Hold |
76
| – | – | ﹤0.01% | 174 |
|
|
2024
Q4 | $1.73K | Sell |
76
-796
| -91% | -$18.1K | ﹤0.01% | 175 |
|
|
2024
Q3 | $20.7K | Sell |
872
-144
| -14% | -$3.42K | 0.01% | 160 |
|
|
2024
Q2 | $23.2K | Hold |
1,016
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $23.4K | Sell |
1,016
-20,062
| -95% | -$461K | 0.01% | 149 |
|
|
2023
Q4 | $491K | Buy |
+21,078
| New | +$491K | 0.19% | 101 |
|