Badgley Phelps Wealth Managers’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
Q2 | $477K | Hold |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $477K | Buy |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $304K | Buy |
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