Chicago Partners Investment Group’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 | $1.07M | Buy |
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|
2025
Q2 | $774K | Buy |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q4 | $650K | Sell |
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|
2024
Q3 | $659K | Buy |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $722K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | $7K | Buy |
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|
2018
Q1 | $7K | Buy |
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|
2017
Q4 | $7K | Buy |
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|
2017
Q3 | $7K | Sell |
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|
2017
Q2 | $14K | Buy |
|