Wedbush Securities’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 | $255K | Hold |
10,956
| – | – | 0.01% | 926 |
|
2025
Q1 | $254K | Hold |
10,956
| – | – | 0.01% | 899 |
|
2024
Q4 | $249K | Buy |
10,956
+248
| +2% | +$5.64K | 0.01% | 919 |
|
2024
Q3 | $254K | Hold |
10,708
| – | – | 0.01% | 881 |
|
2024
Q2 | $244K | Hold |
10,708
| – | – | 0.01% | 973 |
|
2024
Q1 | $246K | Sell |
10,708
-304
| -3% | -$6.98K | 0.01% | 975 |
|
2023
Q4 | $257K | Buy |
11,012
+344
| +3% | +$8.03K | 0.01% | 842 |
|
2023
Q3 | $236K | Buy |
10,668
+194
| +2% | +$4.29K | 0.01% | 839 |
|
2023
Q2 | $242K | Buy |
10,474
+530
| +5% | +$12.2K | 0.01% | 852 |
|
2023
Q1 | $233K | Buy |
+9,944
| New | +$233K | 0.01% | 872 |
|