Cornerstone Planning 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 | $5.96M | Buy |
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|
2025
Q2 | $9.17K | Buy |
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|
2025
Q1 | $8.98K | Buy |
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|
2024
Q4 | $8.93K | Sell |
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|
2024
Q3 | $8.99K | Sell |
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|
2024
Q2 | $39.6K | Sell |
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|
2024
Q1 | $82.5K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $280K | Buy |
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|
2022
Q4 | $47K | Buy |
|