CAPTRUST Financial 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 | $1.79M | Sell |
|
|||||
|
2025
Q1 | $2.21M | Sell |
|
|||||
|
2024
Q4 | $2.92M | Sell |
|
|||||
|
2024
Q3 | $4.74M | Buy |
|
|||||
|
2024
Q2 | $1.78M | Sell |
|
|||||
|
2024
Q1 | $1.89M | Sell |
|
|||||
|
2023
Q4 | $2.1M | Sell |
|
|||||
|
2023
Q3 | $2.15M | Sell |
|
|||||
|
2023
Q2 | $2.43M | Sell |
|
|||||
|
2023
Q1 | $2.87M | Sell |
|
|||||
|
2022
Q4 | $3.34M | Sell |
|
|||||
|
2022
Q3 | $4.45M | Sell |
|
|||||
|
2022
Q2 | $4.96M | Sell |
|
|||||
|
2022
Q1 | $8.12M | Sell |
|
|||||
|
2021
Q4 | $15.2M | Buy |
|
|||||
|
2021
Q3 | $11.1M | Sell |
|
|||||
|
2021
Q2 | $11.3M | Sell |
|
|||||
|
2021
Q1 | $11.7M | Sell |
|
|||||
|
2020
Q4 | $12.2M | Buy |
|
|||||
|
2020
Q3 | $11.7M | Buy |
|
|||||
|
2020
Q2 | $6.14M | Sell |
|
|||||
|
2020
Q1 | $6.91M | Sell |
|
|||||
|
2019
Q4 | $7.32M | Sell |
|
|||||
|
2019
Q3 | $7.9M | Buy |
|
|||||
|
2019
Q2 | $7.42M | Sell |
|
|||||
|
2019
Q1 | $7.33M | Buy |
|
|||||
|
2018
Q4 | $1K | Buy |
|
|||||
|
2018
Q3 | $1K | Sell |
|
|||||
|
2018
Q2 | $263K | Sell |
|
|||||
|
2018
Q1 | $1.18M | Sell |
|
|||||
|
2017
Q4 | $1.2M | Buy |
|
|||||
|
2017
Q3 | $1.17M | Sell |
|
|||||
|
2017
Q2 | $1.21M | Buy |
|
|||||
|
2017
Q1 | $1.2M | Sell |
|
|||||
|
2016
Q4 | $15.6M | Buy |
|
|||||
|
2016
Q3 | $11K | Hold |
|
|||||
|
2016
Q2 | $11K | Buy |
|
|||||
|
2016
Q1 | $8K | Sell |
|
|||||
|
2015
Q4 | $2.11M | Buy |
|
|||||
|
2015
Q3 | $8K | Buy |
|