D.B. Root & Company’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 | $283K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $740K | Sell |
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|
2022
Q3 | $830K | Sell |
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|
2022
Q2 | $3.71M | Sell |
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|
2022
Q1 | $5.04M | Sell |
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|
2021
Q4 | $7.96M | Sell |
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|
2021
Q3 | $17.6M | Buy |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $14.1M | Sell |
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|
2020
Q4 | $16M | Buy |
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|
2020
Q3 | $15.5M | Buy |
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|
2020
Q2 | $14.7M | Buy |
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|
2020
Q1 | $13.1M | Buy |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $9.35M | Buy |
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|
2019
Q2 | $8.28M | Buy |
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|
2019
Q1 | $8.03M | Buy |
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|
2018
Q4 | $6.83M | Buy |
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|
2018
Q3 | $5.2M | Buy |
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|
2018
Q2 | $3.65M | Buy |
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|
2018
Q1 | $2.74M | Buy |
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|
2017
Q4 | $2.28M | Buy |
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