Winthrop 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
$36K Hold
1,536
0.01% 193
2025
Q1
$36K Hold
1,536
0.01% 171
2024
Q4
$35K Buy
+1,536
New +$35K 0.01% 182
2024
Q1
Sell
-1,600
Closed -$37.3K 273
2023
Q4
$37.3K Buy
+1,600
New +$37.3K 0.01% 174