Cape Investment Advisory’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
Q4 | $72.1K | Buy |
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|
2025
Q3 | $71.5K | Buy |
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|
2025
Q2 | $74 | Buy |
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|
2025
Q1 | $18 | Hold |
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|
2024
Q4 | $17 | Sell |
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|
2024
Q3 | $21.1K | Sell |
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|
2024
Q2 | $46.3K | Sell |
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|
2024
Q1 | $62.6K | Sell |
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|
2023
Q4 | $135K | Buy |
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|
2023
Q3 | $19.7K | Buy |
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|
2023
Q2 | $254 | Buy |
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|
2023
Q1 | $146 | Buy |
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