Brinker Capital Investments’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 | $2.1M | Buy |
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|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $2M | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $739K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $2.49M | Sell |
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|
2019
Q3 | $2.55M | Buy |
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|
2019
Q2 | $2.38M | Sell |
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|
2019
Q1 | $2.67M | Sell |
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|
2018
Q4 | $2.78M | Sell |
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|
2018
Q3 | $3.14M | Sell |
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|
2018
Q2 | $3.21M | Buy |
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|
2018
Q1 | $3.15M | Buy |
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|
2017
Q4 | $3.04M | Buy |
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|
2017
Q3 | $3.05M | Buy |
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|
2017
Q2 | $2.5M | Buy |
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|
2017
Q1 | $2.3M | Buy |
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|
2016
Q4 | $2.18M | Buy |
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|
2016
Q3 | $1.83M | Buy |
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|
2016
Q2 | $1.77M | Buy |
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|
2016
Q1 | $1.29M | Buy |
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|
2015
Q4 | $755K | Buy |
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|
2015
Q3 | $655K | Sell |
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|
2015
Q2 | $698K | Buy |
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|
2015
Q1 | $651K | Buy |
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|
2014
Q4 | $577K | Buy |
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|
2014
Q3 | $503K | Sell |
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|
2014
Q2 | $539K | Buy |
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|
2014
Q1 | $464K | Buy |
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|
2013
Q4 | $370K | Buy |
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|
2013
Q3 | $174K | Buy |
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|
2013
Q2 | $11K | Buy |
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