Cerity 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 | $14.8M | Buy |
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|
2025
Q2 | $13.6M | Sell |
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2025
Q1 | $13.7M | Sell |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $8.49M | Buy |
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|
2024
Q2 | $3.18M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $4.55M | Buy |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $14.9M | Buy |
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|
2021
Q3 | $14.2M | Sell |
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|
2021
Q2 | $14.3M | Sell |
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|
2021
Q1 | $14.2M | Sell |
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|
2020
Q4 | $14.8M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7.34M | Buy |
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|
2020
Q1 | $2.37M | Buy |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $376K | Buy |
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