Bristlecone 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
Q2 | $54.7K | Hold |
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2025
Q1 | $54.5K | Hold |
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|
2024
Q4 | $53.4K | Hold |
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|
2024
Q3 | $55.9K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $130K | Hold |
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|
2023
Q1 | $132K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.96M | Sell |
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|
2018
Q2 | $9.67M | Sell |
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|
2018
Q1 | $9.89M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9.65M | Sell |
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|
2017
Q1 | $9.9M | Sell |
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|
2016
Q4 | $12.5M | Buy |
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|
2016
Q3 | $12.7M | Buy |
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|
2016
Q2 | $11.2M | Buy |
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