Western Financial Corp’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 | $634K | Sell |
27,270
-6,552
| -19% | -$152K | 0.34% | 82 |
|
|
2025
Q1 | $783K | Sell |
33,822
-3,226
| -9% | -$74.7K | 0.46% | 69 |
|
|
2024
Q4 | $841K | Sell |
37,048
-7,588
| -17% | -$172K | 0.46% | 57 |
|
|
2024
Q3 | $1.06M | Buy |
44,636
+908
| +2% | +$21.6K | 0.6% | 50 |
|
|
2024
Q2 | $997K | Sell |
43,728
-1,718
| -4% | -$39.2K | 0.6% | 49 |
|
|
2024
Q1 | $1.05M | Sell |
45,446
-8,756
| -16% | -$201K | 0.64% | 39 |
|
|
2023
Q4 | $1.26M | Sell |
54,202
-2,826
| -5% | -$65.9K | 0.85% | 23 |
|
|
2023
Q3 | $1.26M | Sell |
57,028
-6,346
| -10% | -$140K | 0.92% | 22 |
|
|
2023
Q2 | $1.46M | Sell |
63,374
-2,784
| -4% | -$64.3K | 1% | 14 |
|
|
2023
Q1 | $1.55M | Buy |
66,158
+17,648
| +36% | +$414K | 1.1% | 10 |
|
|
2022
Q4 | $1.11M | Sell |
48,510
-532
| -1% | -$12.1K | 0.72% | 23 |
|
|
2022
Q3 | $1.11M | Buy |
49,042
+558
| +1% | +$12.6K | 0.78% | 23 |
|
|
2022
Q2 | $1.16M | Buy |
48,484
+2,170
| +5% | +$51.9K | 0.82% | 23 |
|
|
2022
Q1 | $1.17M | Buy |
+46,314
| New | +$1.17M | 0.68% | 31 |
|