1900 Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $224K | Sell |
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|
2025
Q2 | $223K | Sell |
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2025
Q1 | $232K | Sell |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $931K | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $4.02M | Buy |
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|
2023
Q2 | $2.95M | Buy |
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|
2023
Q1 | $2.87M | Buy |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $3.04M | Sell |
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|
2022
Q2 | $3.3M | Buy |
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|
2022
Q1 | $3.46M | Sell |
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|
2021
Q4 | $4.39M | Sell |
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|
2021
Q3 | $7.43M | Buy |
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|
2021
Q2 | $3.95M | Buy |
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|
2021
Q1 | $1.89K | Buy |
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|
2020
Q4 | $1.6M | Buy |
|