Burt Wealth 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 | $970K | Sell |
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|
2025
Q1 | $974K | Sell |
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|
2024
Q4 | $967K | Sell |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $931K | Buy |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $342K | Hold |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $363K | Hold |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $436K | Sell |
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|
2019
Q2 | $454K | Buy |
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|
2019
Q1 | $434K | Sell |
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|
2018
Q4 | $663K | Buy |
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|
2018
Q3 | $656K | Buy |
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|
2018
Q2 | $641K | Sell |
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|
2018
Q1 | $652K | Buy |
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|
2017
Q4 | $662K | Buy |
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|
2017
Q3 | $658K | Sell |
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|
2017
Q2 | $659K | Sell |
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|
2017
Q1 | $674K | Sell |
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|
2016
Q4 | $692K | Sell |
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|
2016
Q3 | $725K | Sell |
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|
2016
Q2 | $734K | Buy |
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|
2016
Q1 | $681K | Sell |
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|
2015
Q4 | $2.36M | Buy |
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|
2015
Q3 | $679K | Sell |
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|
2015
Q2 | $777K | Buy |
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|
2015
Q1 | $695K | Buy |
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|
2014
Q4 | $411K | Buy |
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