Empirical Asset 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 | $1.34M | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $670K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $446K | Sell |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $430K | Buy |
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