AssetMark Inc’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 | $85.3K | Buy |
3,670
+3,390
| +1,211% | +$78.8K | ﹤0.01% | 1408 |
|
|
2025
Q1 | $6.49K | Sell |
280
-13
| -4% | -$301 | ﹤0.01% | 1934 |
|
|
2024
Q4 | $6.65K | Sell |
293
-160
| -35% | -$3.63K | ﹤0.01% | 1868 |
|
|
2024
Q3 | $21.5K | Buy |
453
+413
| +1,033% | +$19.6K | ﹤0.01% | 1478 |
|
|
2024
Q2 | $1.82K | Buy |
+40
| New | +$1.82K | ﹤0.01% | 1761 |
|
|
2021
Q2 | – | Sell |
-134
| Closed | -$7K | – | 1520 |
|
|
2021
Q1 | $7K | Sell |
134
-494
| -79% | -$25.8K | ﹤0.01% | 968 |
|
|
2020
Q4 | $35K | Buy |
+628
| New | +$35K | ﹤0.01% | 767 |
|