Fairview Capital Investment 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
Q3 | $237K | Sell |
|
|||||
|
2025
Q2 | $256K | Hold |
|
|||||
|
2025
Q1 | $255K | Hold |
|
|||||
|
2024
Q4 | $250K | Sell |
|
|||||
|
2024
Q3 | $314K | Buy |
|
|||||
|
2024
Q2 | $276K | Buy |
|
|||||
|
2024
Q1 | $263K | Sell |
|
|||||
|
2023
Q4 | $346K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $202K | Hold |
|
|||||
|
2022
Q2 | $214K | Hold |
|
|||||
|
2022
Q1 | $226K | Hold |
|
|||||
|
2021
Q4 | $241K | Hold |
|
|||||
|
2021
Q3 | $242K | Hold |
|
|||||
|
2021
Q2 | $244K | Sell |
|
|||||
|
2021
Q1 | $260K | Buy |
|
|||||
|
2020
Q4 | $243K | Sell |
|
|||||
|
2020
Q3 | $255K | Buy |
|
|||||
|
2020
Q2 | $241K | Sell |
|
|||||
|
2020
Q1 | $260K | Sell |
|
|||||
|
2019
Q4 | $262K | Buy |
|
|||||
|
2019
Q3 | $247K | Hold |
|
|||||
|
2019
Q2 | $243K | Hold |
|
|||||
|
2019
Q1 | $238K | Hold |
|
|||||
|
2018
Q4 | $232K | Sell |
|
|||||
|
2018
Q3 | $293K | Buy |
|
|||||
|
2018
Q2 | $275K | Buy |
|