Ascent Group’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 | $7.88M | Sell |
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|
2025
Q2 | $16.5M | Sell |
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|
2025
Q1 | $29.9M | Buy |
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|
2024
Q4 | $8.14M | Sell |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $3.8M | Buy |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $586K | Buy |
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