Wedmont Private Capital’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 | $452K | Hold |
19,610
| – | – | 0.02% | 455 |
|
|
2025
Q1 | $446K | Hold |
19,610
| – | – | 0.02% | 412 |
|
|
2024
Q4 | $441K | Hold |
19,610
| – | – | 0.02% | 424 |
|
|
2024
Q3 | $458K | Sell |
19,610
-1,318
| -6% | -$30.8K | 0.03% | 380 |
|
|
2024
Q2 | $483K | Buy |
20,928
+1,144
| +6% | +$26.4K | 0.03% | 351 |
|
|
2024
Q1 | $450K | Buy |
19,784
+174
| +0.9% | +$3.96K | 0.03% | 348 |
|
|
2023
Q4 | $454K | Sell |
19,610
-5,364
| -21% | -$124K | 0.04% | 330 |
|
|
2023
Q3 | $550K | Buy |
+24,974
| New | +$550K | 0.06% | 233 |
|