Clay Northam 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 | $6.61M | Sell |
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|
2025
Q2 | $6.67M | Sell |
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|
2025
Q1 | $6.71M | Buy |
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|
2024
Q4 | $6.09M | Sell |
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|
2024
Q3 | $7.23M | Buy |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $6.78M | Buy |
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|
2023
Q4 | $6.53M | Buy |
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|
2023
Q3 | $6.19M | Sell |
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|
2023
Q2 | $6.54M | Sell |
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|
2023
Q1 | $6.99M | Sell |
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|
2022
Q4 | $6.86M | Buy |
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|
2022
Q3 | $6.15M | Buy |
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|
2022
Q2 | $6.35M | Buy |
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|
2022
Q1 | $5.35M | Buy |
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|
2021
Q4 | $5.69M | Buy |
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