AHL Investment 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 | $836K | Buy |
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|
2025
Q2 | $826K | Buy |
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|
2025
Q1 | $724K | Buy |
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|
2024
Q4 | $596K | Buy |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q4 | $229K | Buy |
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