Alley Investment Management Company’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 | $361K | Buy |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $380K | Buy |
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