BCS Wealth Management’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 | $1.24M | Buy |
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|
2025
Q1 | $917K | Sell |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $816K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $796K | Buy |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $684K | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.59M | Hold |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.8M | Buy |
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