Aspiriant LLC’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 | $395K | Hold |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $559K | Hold |
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|
2024
Q1 | $565K | Sell |
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $627K | Buy |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $500K | Sell |
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|
2021
Q3 | $513K | Sell |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $523K | Sell |
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|
2020
Q4 | $754K | Sell |
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|
2020
Q3 | $870K | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $2.03M | Sell |
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|
2019
Q3 | $2.33M | Sell |
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|
2019
Q2 | $2.46M | Sell |
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|
2019
Q1 | $2.71M | Sell |
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|
2018
Q4 | $3.08M | Sell |
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|
2018
Q3 | $4.05M | Sell |
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|
2018
Q2 | $5.13M | Sell |
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|
2018
Q1 | $5.43M | Buy |
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|
2017
Q4 | $1.11M | Sell |
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|
2017
Q3 | $6.14M | Buy |
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|
2017
Q2 | $5.01M | Buy |
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|
2017
Q1 | $4.92M | Buy |
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