Burns Matteson 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 | $207K | Sell |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $748K | Sell |
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|
2022
Q2 | $889K | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $2.22M | Buy |
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