Financial Engines 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 | $114M | Sell |
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2025
Q1 | $114M | Sell |
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|
2024
Q4 | $115M | Buy |
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|
2024
Q3 | $120M | Sell |
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $114M | Sell |
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|
2023
Q4 | $117M | Sell |
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|
2023
Q3 | $114M | Buy |
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|
2023
Q2 | $114M | Buy |
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|
2023
Q1 | $112M | Buy |
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|
2022
Q4 | $107M | Sell |
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|
2022
Q3 | $107M | Buy |
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|
2022
Q2 | $111M | Buy |
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|
2022
Q1 | $103M | Sell |
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|
2021
Q4 | $110M | Sell |
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|
2021
Q3 | $112M | Sell |
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|
2021
Q2 | $118M | Sell |
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|
2021
Q1 | $136M | Buy |
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|
2020
Q4 | $131M | Buy |
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|
2020
Q3 | $124M | Sell |
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|
2020
Q2 | $126M | Sell |
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|
2020
Q1 | $132M | Sell |
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|
2019
Q4 | $147M | Buy |
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|
2019
Q3 | $137M | Buy |
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|
2019
Q2 | $79.7M | Buy |
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|
2019
Q1 | $74.1M | Sell |
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|
2018
Q4 | $166M | Buy |
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|
2018
Q3 | $109M | Buy |
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|
2018
Q2 | $75.1M | Sell |
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|
2018
Q1 | $76.8M | Buy |
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|
2017
Q4 | $66.8M | Buy |
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|
2017
Q3 | $55.5M | Buy |
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|
2017
Q2 | $26.8M | Hold |
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|
2017
Q1 | $26.8M | Buy |
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|
2016
Q4 | $12.4M | Buy |
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