AA
Ancora Advisors’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 | $2.4M | Buy |
103,365
+1,624
| +2% | +$37.7K | 0.05% | 257 |
|
|
2025
Q1 | $2.36M | Sell |
101,741
-4,080
| -4% | -$94.5K | 0.05% | 254 |
|
|
2024
Q4 | $2.4M | Buy |
105,821
+52,350
| +98% | +$1.19M | 0.05% | 252 |
|
|
2024
Q3 | $2.54M | Sell |
53,471
-3,965
| -7% | -$188K | 0.06% | 241 |
|
|
2024
Q2 | $2.62M | Sell |
57,436
-2,566
| -4% | -$117K | 0.06% | 231 |
|
|
2024
Q1 | $2.76M | Sell |
60,002
-2,294
| -4% | -$106K | 0.06% | 225 |
|
|
2023
Q4 | $2.9M | Sell |
62,296
-7,289
| -10% | -$340K | 0.07% | 215 |
|
|
2023
Q3 | $3.08M | Sell |
69,585
-1,318
| -2% | -$58.3K | 0.08% | 190 |
|
|
2023
Q2 | $3.27M | Sell |
70,903
-2,713
| -4% | -$125K | 0.09% | 182 |
|
|
2023
Q1 | $3.45M | Sell |
73,616
-3,452
| -4% | -$162K | 0.1% | 176 |
|
|
2022
Q4 | $3.52M | Sell |
77,068
-77,343
| -50% | -$3.53M | 0.1% | 175 |
|
|
2022
Q3 | $7M | Sell |
154,411
-225,994
| -59% | -$10.2M | 0.22% | 91 |
|
|
2022
Q2 | $18.2M | Sell |
380,405
-34,358
| -8% | -$1.64M | 0.51% | 42 |
|
|
2022
Q1 | $21M | Sell |
414,763
-24,741
| -6% | -$1.25M | 0.51% | 44 |
|
|
2021
Q4 | $23.7M | Sell |
439,504
-33,741
| -7% | -$1.82M | 0.56% | 42 |
|
|
2021
Q3 | $25.7M | Sell |
473,245
-68,943
| -13% | -$3.74M | 0.66% | 32 |
|
|
2021
Q2 | $29.6M | Buy |
542,188
+10,518
| +2% | +$574K | 0.77% | 23 |
|
|
2021
Q1 | $28.7M | Buy |
531,670
+30,174
| +6% | +$1.63M | 0.79% | 22 |
|
|
2020
Q4 | $28.1M | Buy |
501,496
+18,435
| +4% | +$1.03M | 0.91% | 17 |
|
|
2020
Q3 | $27.1M | Buy |
483,061
+8,736
| +2% | +$490K | 1.08% | 15 |
|
|
2020
Q2 | $26.7M | Buy |
474,325
+4,804
| +1% | +$270K | 1.12% | 12 |
|
|
2020
Q1 | $25.5M | Sell |
469,521
-13,575
| -3% | -$737K | 1.18% | 9 |
|
|
2019
Q4 | $25.8M | Buy |
483,096
+19,627
| +4% | +$1.05M | 0.96% | 18 |
|
|
2019
Q3 | $25M | Buy |
463,469
+15,932
| +4% | +$858K | 1.09% | 13 |
|
|
2019
Q2 | $23.7M | Buy |
447,537
+41,643
| +10% | +$2.21M | 1.06% | 11 |
|
|
2019
Q1 | $21.1M | Buy |
405,894
+21,256
| +6% | +$1.1M | 0.96% | 16 |
|
|
2018
Q4 | $19.5M | Sell |
384,638
-20,930
| -5% | -$1.06M | 0.94% | 19 |
|
|
2018
Q3 | $20.4M | Buy |
405,568
+10,379
| +3% | +$523K | 0.79% | 19 |
|
|
2018
Q2 | $20M | Sell |
395,189
-30,035
| -7% | -$1.52M | 0.87% | 14 |
|
|
2018
Q1 | $21.7M | Buy |
425,224
+53,838
| +14% | +$2.75M | 0.98% | 10 |
|
|
2017
Q4 | $19.3M | Sell |
371,386
-2,399
| -0.6% | -$125K | 1.03% | 12 |
|
|
2017
Q3 | $19.6M | Buy |
373,785
+70,756
| +23% | +$3.7M | 1.13% | 7 |
|
|
2017
Q2 | $15.8M | Buy |
303,029
+28,473
| +10% | +$1.49M | 1.03% | 10 |
|
|
2017
Q1 | $14.2M | Buy |
274,556
+11,281
| +4% | +$584K | 0.96% | 10 |
|
|
2016
Q4 | $13.6M | Buy |
+263,275
| New | +$13.6M | 0.99% | 9 |
|