Capital Insight Partners’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 | $699K | Sell |
|
|||||
|
2025
Q2 | $694K | Sell |
|
|||||
|
2025
Q1 | $882K | Sell |
|
|||||
|
2024
Q4 | $866K | Buy |
|
|||||
|
2024
Q3 | $802K | Buy |
|
|||||
|
2024
Q2 | $694K | Buy |
|
|||||
|
2024
Q1 | $679K | Buy |
|
|||||
|
2023
Q4 | $676K | Buy |
|
|||||
|
2023
Q3 | $532K | Sell |
|
|||||
|
2023
Q2 | $581K | Buy |
|
|||||
|
2023
Q1 | $542K | Buy |
|
|||||
|
2022
Q4 | $254K | Sell |
|
|||||
|
2022
Q3 | $266K | Hold |
|
|||||
|
2022
Q2 | $281K | Buy |
|
|||||
|
2022
Q1 | $248K | Sell |
|
|||||
|
2021
Q4 | $299K | Sell |
|
|||||
|
2021
Q3 | $334K | Sell |
|
|||||
|
2021
Q2 | $399K | Buy |
|
|||||
|
2021
Q1 | $372K | Sell |
|
|||||
|
2020
Q4 | $388K | Buy |
|
|||||
|
2020
Q3 | $384K | Hold |
|
|||||
|
2020
Q2 | $385K | Buy |
|