Callan Capital’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
Q1 | $7.33M | Sell |
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|
2024
Q4 | $7.31M | Buy |
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2024
Q3 | $7.63M | Buy |
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|
2024
Q2 | $7.11M | Sell |
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|
2024
Q1 | $7.34M | Sell |
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|
2023
Q4 | $7.51M | Buy |
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|
2023
Q3 | $5.86M | Buy |
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|
2023
Q2 | $5.98M | Sell |
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|
2023
Q1 | $6.64M | Buy |
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|
2022
Q4 | $6.21M | Buy |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $2.66M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.63M | Sell |
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|
2018
Q1 | $3.76M | Sell |
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|
2017
Q4 | $4.08M | Buy |
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|
2017
Q3 | $3.8M | Buy |
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|
2017
Q2 | $3.64M | Sell |
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|
2017
Q1 | $3.96M | Buy |
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|
2016
Q4 | $3.49M | Sell |
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|
2016
Q3 | $4.29M | Buy |
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|
2016
Q2 | $4.1M | Sell |
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|
2016
Q1 | $4.04M | Sell |
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|
2015
Q4 | $4.27M | Buy |
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|
2015
Q3 | $4.17M | Buy |
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