Carson Wealth (CWM LLC)’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 | $4.35M | Sell |
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|
2025
Q2 | $7.16M | Sell |
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|
2025
Q1 | $9.37M | Buy |
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|
2024
Q4 | $8.77M | Buy |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $29K | Sell |
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|
2022
Q4 | $71K | Sell |
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|
2022
Q3 | $135K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $52K | Sell |
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|
2021
Q4 | $100K | Buy |
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|
2021
Q2 | $107K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $107K | Hold |
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|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $107K | Hold |
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|
2019
Q1 | $107K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $20K | Buy |
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