CoreCap 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
Q3 | $99.2K | Sell |
|
|||||
|
2025
Q2 | $114K | Sell |
|
|||||
|
2025
Q1 | $117K | Buy |
|
|||||
|
2024
Q4 | $108K | Buy |
|
|||||
|
2024
Q3 | $106K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $73.3K | Buy |
|
|||||
|
2022
Q4 | $18.2K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $40K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $4K | Buy |
|