EP Wealth Advisors’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 | $511K | Sell |
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2025
Q1 | $613K | Sell |
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|
2024
Q4 | $710K | Sell |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $1.77M | Sell |
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|
2018
Q3 | $3.32M | Buy |
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|
2018
Q2 | $697K | Buy |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $306K | Sell |
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|
2016
Q4 | $825K | Buy |
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|
2016
Q3 | $328K | Sell |
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|
2016
Q2 | $678K | Sell |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $4.95M | Buy |
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|
2015
Q3 | $489K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.99M | Buy |
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