Adamsbrown Wealth Consultants’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
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $8.41M | Sell |
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|
2022
Q1 | $15M | Buy |
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|
2021
Q4 | $14M | Buy |
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