Chesapeake Wealth Management’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 | $3.22M | Sell |
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|
2025
Q2 | $3.23M | Sell |
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|
2025
Q1 | $3.31M | Sell |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $3.51M | Buy |
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|
2024
Q2 | $3.18M | Sell |
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|
2024
Q1 | $3.44M | Buy |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $3.37M | Sell |
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|
2022
Q2 | $4.01M | Sell |
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|
2022
Q1 | $4.68M | Sell |
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|
2021
Q4 | $5.14M | Sell |
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|
2021
Q3 | $5.26M | Sell |
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|
2021
Q2 | $5.67M | Buy |
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|
2021
Q1 | $5.54M | Buy |
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|
2020
Q4 | $5.67M | Buy |
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|
2020
Q3 | $5.62M | Buy |
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|
2020
Q2 | $5.53M | Sell |
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|
2020
Q1 | $5.46M | Buy |
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|
2019
Q4 | $5.25M | Buy |
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|
2019
Q3 | $5.23M | Sell |
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|
2019
Q2 | $5.24M | Buy |
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|
2019
Q1 | $4.98M | Sell |
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|
2018
Q4 | $5.1M | Buy |
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|
2018
Q3 | $4.85M | Sell |
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|
2018
Q2 | $5.07M | Sell |
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|
2018
Q1 | $5.37M | Buy |
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