Financial Consulate’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 | $446K | Sell |
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2025
Q1 | $497K | Buy |
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2024
Q4 | $446K | Hold |
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2024
Q3 | $467K | Hold |
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2024
Q2 | $448K | Hold |
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2024
Q1 | $452K | Hold |
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2023
Q4 | $458K | Hold |
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2023
Q3 | $435K | Hold |
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2023
Q2 | $454K | Hold |
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2023
Q1 | $461K | Hold |
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2022
Q4 | $449K | Hold |
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2022
Q3 | $445K | Hold |
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2022
Q2 | $470K | Hold |
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2022
Q1 | $497K | Hold |
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2021
Q4 | $530K | Sell |
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2021
Q3 | $536K | Buy |
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2021
Q2 | $539K | Hold |
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2021
Q1 | $533K | Hold |
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2020
Q4 | $553K | Hold |
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2020
Q3 | $554K | Sell |
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2020
Q2 | $596K | Hold |
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2020
Q1 | $575K | Buy |
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2019
Q4 | $563K | Hold |
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2019
Q3 | $568K | Sell |
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2019
Q2 | $708K | Sell |
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2019
Q1 | $1.35M | Sell |
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2018
Q4 | $1.32M | Sell |
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2018
Q3 | $1.35M | Buy |
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2018
Q2 | $1.34M | Buy |
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2018
Q1 | $1.33M | Sell |
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2017
Q4 | $1.79M | Buy |
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2017
Q3 | $1.7M | Buy |
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2017
Q2 | $1.66M | Buy |
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2017
Q1 | $1.59M | Sell |
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2016
Q4 | $1.59M | Buy |
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2016
Q3 | $1.4M | Sell |
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2016
Q2 | $3.79M | Sell |
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2016
Q1 | $3.77M | Sell |
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2015
Q4 | $3.81M | Sell |
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2015
Q3 | $3.85M | Buy |
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2015
Q2 | $756K | Sell |
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2015
Q1 | $976K | Sell |
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2014
Q4 | $2.77M | Buy |
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