Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $284K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $235K | Sell |
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|
2016
Q1 | $244K | Sell |
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|
2015
Q4 | $251K | Sell |
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|
2015
Q3 | $264K | Sell |
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|
2015
Q2 | $307K | Sell |
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|
2015
Q1 | $390K | Sell |
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|
2014
Q4 | $410K | Sell |
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|
2014
Q3 | $412K | Sell |
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|
2014
Q2 | $484K | Sell |
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|
2014
Q1 | $604K | Sell |
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|
2013
Q4 | $795K | Sell |
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|
2013
Q3 | $1.92M | Sell |
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|
2013
Q2 | $2M | Buy |
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