Westside Investment 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 | $14.9K | Hold |
641
| – | – | ﹤0.01% | 796 |
|
|
2025
Q1 | $14.8K | Sell |
641
-475
| -43% | -$11K | ﹤0.01% | 619 |
|
|
2024
Q4 | $25.3K | Hold |
1,116
| – | – | 0.01% | 518 |
|
|
2024
Q3 | $26.5K | Hold |
1,116
| – | – | 0.01% | 515 |
|
|
2024
Q2 | $25.4K | Hold |
1,116
| – | – | 0.01% | 501 |
|
|
2024
Q1 | $25.7K | Hold |
1,116
| – | – | 0.01% | 483 |
|
|
2023
Q4 | $26K | Hold |
1,116
| – | – | 0.01% | 457 |
|
|
2023
Q3 | $24.7K | Hold |
1,116
| – | – | 0.01% | 456 |
|
|
2023
Q2 | $25.8K | Hold |
1,116
| – | – | 0.01% | 455 |
|
|
2023
Q1 | $26.2K | Hold |
1,116
| – | – | 0.01% | 459 |
|
|
2022
Q4 | $25 | Hold |
1,116
| – | – | ﹤0.01% | 511 |
|
|
2022
Q3 | $25 | Hold |
1,116
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $26 | Hold |
1,116
| – | – | ﹤0.01% | 478 |
|
|
2022
Q1 | $28 | Buy |
1,116
+2
| +0.2% | – | ﹤0.01% | 479 |
|
|
2021
Q4 | $30 | Hold |
1,114
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $30 | Hold |
1,114
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $30 | Hold |
1,114
| – | – | ﹤0.01% | 428 |
|
|
2021
Q1 | $30 | Buy |
1,114
+980
| +731% | +$26 | ﹤0.01% | 417 |
|
|
2020
Q4 | $3 | Hold |
134
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $3 | Hold |
134
| – | – | ﹤0.01% | 597 |
|
|
2020
Q2 | $3 | Hold |
134
| – | – | ﹤0.01% | 587 |
|
|
2020
Q1 | $3 | Buy |
+134
| New | +$3 | ﹤0.01% | 576 |
|
|
2019
Q2 | $3 | Buy |
+134
| New | +$3 | ﹤0.01% | 590 |
|