D.L. Carlson Investment 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
Q2 | $709K | Buy |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $773K | Sell |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $783K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.76M | Buy |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $374K | Buy |
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