Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Sell |
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|
2025
Q1 | $39.2M | Sell |
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|
2024
Q4 | $54.9M | Buy |
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|
2024
Q3 | $50.2M | Sell |
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|
2024
Q2 | $49.4M | Sell |
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|
2024
Q1 | $55M | Sell |
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|
2023
Q4 | $118M | Buy |
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|
2023
Q3 | $39.2M | Sell |
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|
2023
Q2 | $46.6M | Sell |
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|
2023
Q1 | $52.1M | Sell |
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|
2022
Q4 | $111M | Buy |
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|
2022
Q3 | $20.8M | Sell |
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|
2022
Q2 | $57.7M | Buy |
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|
2022
Q1 | $14.4M | Sell |
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|
2021
Q4 | $49M | Buy |
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|
2021
Q3 | $16.4M | Sell |
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|
2021
Q2 | $17M | Sell |
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|
2021
Q1 | $17.9M | Sell |
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|
2020
Q4 | $26.3M | Buy |
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|
2020
Q3 | $15.9M | Buy |
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|
2020
Q2 | $14.6M | Buy |
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|
2020
Q1 | $12.8M | Sell |
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|
2019
Q4 | $13.7M | Sell |
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|
2019
Q3 | $15.1M | Buy |
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|
2019
Q2 | $14.9M | Sell |
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|
2019
Q1 | $14.8M | Sell |
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|
2018
Q4 | $129M | Buy |
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|
2018
Q3 | $7.05M | Buy |
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|
2018
Q2 | $5.23M | Sell |
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|
2018
Q1 | $27.2M | Sell |
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|
2017
Q4 | $30.7M | Buy |
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|
2017
Q3 | $6.07M | Sell |
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|
2017
Q2 | $6.33M | Buy |
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|
2017
Q1 | $6.15M | Sell |
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|
2016
Q4 | $29.9M | Buy |
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|
2016
Q3 | $4.96M | Sell |
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|
2016
Q2 | $5.04M | Buy |
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|
2016
Q1 | $3.62M | Hold |
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|
2015
Q4 | $3.62M | Buy |
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