Endowment 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 | $701K | Sell |
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2025
Q1 | $729K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $786K | Buy |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $498K | Sell |
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|
2022
Q1 | $528K | Sell |
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|
2021
Q4 | $566K | Buy |
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