AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $463K | Hold |
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2023
Q1 | $471K | Hold |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $3.05M | Hold |
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|
2022
Q2 | $3.23M | Sell |
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|
2022
Q1 | $4.6M | Sell |
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|
2021
Q4 | $5.21M | Sell |
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|
2021
Q3 | $5.24M | Sell |
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|
2021
Q2 | $5.73M | Sell |
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|
2021
Q1 | $5.68M | Sell |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $11.7M | Sell |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $11.4M | Sell |
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|
2019
Q4 | $11.8M | Sell |
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|
2019
Q3 | $12.2M | Buy |
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|
2019
Q2 | $8.98M | Buy |
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|
2019
Q1 | $7.1M | Buy |
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|
2018
Q4 | $5.71M | Buy |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $16.3M | Buy |
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|
2017
Q3 | $11.5M | Buy |
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|
2017
Q2 | $8.97M | Buy |
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|
2017
Q1 | $6.59M | Buy |
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|
2016
Q4 | $4.99M | Buy |
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