Brookstone Capital 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
Q3 | $4.75M | Sell |
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|
2025
Q2 | $5.01M | Sell |
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|
2025
Q1 | $5.05M | Buy |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $975K | Buy |
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|
2022
Q2 | $953K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $961K | Buy |
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|
2021
Q2 | $932K | Buy |
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