Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.91M | Sell |
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2023
Q3 | $6.24M | Sell |
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|
2023
Q2 | $6.71M | Buy |
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|
2023
Q1 | $5.91M | Buy |
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|
2022
Q4 | $4.94M | Buy |
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|
2022
Q3 | $2.82M | Buy |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $572K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $270K | Buy |
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