Cobblestone Capital Advisors’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
Q2 | $226K | Buy |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $3.41M | Sell |
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|
2022
Q2 | $4.29M | Sell |
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|
2022
Q1 | $4.61M | Sell |
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|
2021
Q4 | $5.02M | Sell |
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|
2021
Q3 | $5.07M | Sell |
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|
2021
Q2 | $5.94M | Sell |
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|
2021
Q1 | $5.93M | Sell |
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|
2020
Q4 | $7.54M | Sell |
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|
2020
Q3 | $7.58M | Sell |
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|
2020
Q2 | $8.32M | Sell |
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|
2020
Q1 | $8.39M | Sell |
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|
2019
Q4 | $9.59M | Sell |
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|
2019
Q3 | $9.97M | Sell |
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|
2019
Q2 | $11.9M | Sell |
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|
2019
Q1 | $11.9M | Sell |
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|
2018
Q4 | $15.9M | Buy |
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|
2018
Q3 | $4.56M | Buy |
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|
2018
Q2 | $4.45M | Buy |
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|
2018
Q1 | $3.4M | Sell |
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|
2017
Q4 | $7.82M | Buy |
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