Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $9.53M | Buy |
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|
2023
Q1 | $7.64M | Sell |
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|
2022
Q4 | $7.51M | Buy |
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|
2022
Q3 | $6.77M | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $656K | Buy |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $469K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $440K | Buy |
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