Centaurus Financial’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 | $383K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $2.44M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $104K | Sell |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $132K | Hold |
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|
2019
Q4 | $130K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $183K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Buy |
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