AIMC
Alley Investment Management Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
14,917
+117
| +0.8% | +$2.72K | 0.04% | 77 |
|
|
2025
Q1 | $343K | Sell |
14,800
-482
| -3% | -$11.2K | 0.04% | 77 |
|
|
2024
Q4 | $347K | Buy |
15,282
+7,941
| +108% | +$180K | 0.04% | 78 |
|
|
2024
Q3 | $349K | Buy |
7,341
+186
| +3% | +$8.84K | 0.04% | 77 |
|
|
2024
Q2 | $326K | Buy |
7,155
+97
| +1% | +$4.42K | 0.04% | 79 |
|
|
2024
Q1 | $325K | Sell |
7,058
-18
| -0.3% | -$828 | 0.04% | 77 |
|
|
2023
Q4 | $330K | Hold |
7,076
| – | – | 0.05% | 78 |
|
|
2023
Q3 | $313K | Buy |
7,076
+25
| +0.4% | +$1.11K | 0.05% | 79 |
|
|
2023
Q2 | $325K | Buy |
7,051
+177
| +3% | +$8.17K | 0.05% | 79 |
|
|
2023
Q1 | $322K | Sell |
6,874
-416
| -6% | -$19.5K | 0.05% | 78 |
|
|
2022
Q4 | $333K | Sell |
7,290
-63
| -0.9% | -$2.88K | 0.06% | 77 |
|
|
2022
Q3 | $333K | Buy |
7,353
+39
| +0.5% | +$1.77K | 0.07% | 75 |
|
|
2022
Q2 | $350K | Sell |
7,314
-200
| -3% | -$9.57K | 0.07% | 73 |
|
|
2022
Q1 | $380K | Buy |
+7,514
| New | +$380K | 0.06% | 75 |
|