Evensky & Katz’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 | $133K | Buy |
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|
2025
Q2 | $131K | Sell |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $729K | Sell |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $2.79M | Sell |
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|
2021
Q4 | $6.22M | Buy |
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|
2021
Q3 | $5.88M | Sell |
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|
2021
Q2 | $7.38M | Sell |
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|
2021
Q1 | $7.5M | Sell |
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|
2020
Q4 | $8.18M | Sell |
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|
2020
Q3 | $8.25M | Buy |
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|
2020
Q2 | $8.27M | Buy |
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|
2020
Q1 | $7.94M | Sell |
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|
2019
Q4 | $8.74M | Sell |
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|
2019
Q3 | $9.13M | Buy |
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|
2019
Q2 | $8.66M | Buy |
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|
2019
Q1 | $8.24M | Buy |
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