BlueSky Wealth Advisors’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 | $52.6M | Buy |
|
|||||
|
2025
Q2 | $49.4M | Buy |
|
|||||
|
2025
Q1 | $48.4M | Buy |
|
|||||
|
2024
Q4 | $46.3M | Buy |
|
|||||
|
2024
Q3 | $47.3M | Buy |
|
|||||
|
2024
Q2 | $42.9M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $40.4M | Sell |
|
|||||
|
2023
Q3 | $44M | Buy |
|
|||||
|
2023
Q2 | $41.6M | Buy |
|
|||||
|
2023
Q1 | $41.2M | Buy |
|
|||||
|
2022
Q4 | $39.2M | Sell |
|
|||||
|
2022
Q3 | $39.2M | Buy |
|
|||||
|
2022
Q2 | $39.2M | Sell |
|
|||||
|
2022
Q1 | $41.5M | Sell |
|
|||||
|
2021
Q4 | $50.6M | Buy |
|
|||||
|
2021
Q3 | $48.7M | Buy |
|
|||||
|
2021
Q2 | $47M | Buy |
|
|||||
|
2021
Q1 | $40.7M | Buy |
|
|||||
|
2020
Q4 | $36.9M | Buy |
|
|||||
|
2020
Q3 | $33.4M | Buy |
|
|||||
|
2020
Q2 | $30.5M | Buy |
|
|||||
|
2020
Q1 | $26.1M | Buy |
|
|||||
|
2019
Q4 | $24.4M | Buy |
|
|||||
|
2019
Q3 | $23.3M | Buy |
|
|||||
|
2019
Q2 | $20.7M | Buy |
|
|||||
|
2019
Q1 | $18.8M | Buy |
|
|||||
|
2018
Q4 | $16M | Sell |
|
|||||
|
2018
Q3 | $18.1M | Buy |
|
|||||
|
2018
Q2 | $17M | Sell |
|
|||||
|
2018
Q1 | $17.5M | Buy |
|
|||||
|
2017
Q4 | $14.1M | Buy |
|
|||||
|
2017
Q3 | $13.1M | Buy |
|
|||||
|
2017
Q2 | $12.6M | Buy |
|
|||||
|
2017
Q1 | $11.3M | Buy |
|
|||||
|
2016
Q4 | $10.2M | Buy |
|