Cedar Mountain 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 | $14.5M | Buy |
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2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $14.1M | Buy |
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|
2024
Q2 | $38.8K | Buy |
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|
2024
Q1 | $38.7K | Sell |
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|
2023
Q4 | $79.2K | Sell |
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|
2023
Q3 | $189K | Buy |
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|
2023
Q2 | $196K | Buy |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q4 | $192K | Buy |
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|
2022
Q3 | $189K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $261K | Buy |
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