Empirical 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 | $3.68M | Sell |
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|
2025
Q1 | $3.83M | Buy |
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|
2024
Q4 | $3.61M | Sell |
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|
2024
Q3 | $4.04M | Sell |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $3.77M | Buy |
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|
2023
Q1 | $3.63M | Sell |
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|
2022
Q4 | $3.71M | Sell |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $4.42M | Sell |
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|
2022
Q1 | $4.8M | Sell |
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|
2021
Q4 | $5.16M | Buy |
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|
2021
Q3 | $5.11M | Sell |
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|
2021
Q2 | $5.23M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $4.85M | Sell |
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|
2020
Q2 | $4.88M | Sell |
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|
2020
Q1 | $4.88M | Sell |
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|
2019
Q4 | $5.01M | Sell |
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|
2019
Q3 | $5.27M | Buy |
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|
2019
Q2 | $5.07M | Buy |
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|
2019
Q1 | $4.82M | Sell |
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|
2018
Q4 | $4.83M | Sell |
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|
2018
Q3 | $5.01M | Buy |
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|
2018
Q2 | $4.73M | Sell |
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|
2018
Q1 | $4.91M | Buy |
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|
2017
Q4 | $4.64M | Buy |
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|
2017
Q3 | $4.65M | Buy |
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|
2017
Q2 | $4.63M | Buy |
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|
2017
Q1 | $4.37M | Buy |
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|
2016
Q4 | $4.24M | Buy |
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|
2016
Q3 | $4.19M | Buy |
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|
2016
Q2 | $4.16M | Buy |
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|
2016
Q1 | $4.08M | Sell |
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|
2015
Q4 | $4.4M | Buy |
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|
2015
Q3 | $3.95M | Buy |
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|
2015
Q2 | $3.8M | Buy |
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|
2015
Q1 | $3.87M | Sell |
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|
2014
Q4 | $3.93M | Buy |
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|
2014
Q3 | $3.86M | Buy |
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|
2014
Q2 | $3.66M | Buy |
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|
2014
Q1 | $3.03M | Buy |
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|
2013
Q4 | $2.63M | Buy |
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|
2013
Q3 | $1.65M | Buy |
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|
2013
Q2 | $692K | Buy |
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