FIDELIS iM’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
Q4 | $873K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $868K | Hold |
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|
2025
Q1 | $865K | Hold |
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|
2024
Q4 | $848K | Hold |
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|
2024
Q3 | $887K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $896K | Sell |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.9M | Buy |
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