Dynamic Advisor Solutions’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 | $277K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $403K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Sell |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $550K | Buy |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $323K | Buy |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $2.09M | Buy |
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|
2018
Q4 | $519K | Buy |
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|
2018
Q3 | $338K | Buy |
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|
2018
Q2 | $326K | Buy |
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