Alpha Omega Wealth 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 | $651K | Buy |
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|
2025
Q2 | $639K | Sell |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $651K | Sell |
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|
2024
Q3 | $708K | Buy |
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|
2024
Q2 | $678K | Sell |
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $737K | Buy |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $733K | Buy |
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|
2023
Q1 | $735K | Sell |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $924K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $347K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $50K | Hold |
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|
2019
Q1 | $49K | Hold |
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|
2018
Q4 | $48K | Hold |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $49K | Sell |
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|
2017
Q3 | $102K | Hold |
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|
2017
Q2 | $102K | Hold |
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|
2017
Q1 | $101K | Hold |
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|
2016
Q4 | $100K | Buy |
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