Brand Asset Management Group’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 | $313K | Sell |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $807K | Buy |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $608K | Buy |
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|
2020
Q3 | $556K | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | $14K | Sell |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $3K | Buy |
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