FMP
Financial Management Professionals’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3K | Hold |
1,564
| – | – | ﹤0.01% | 295 |
|
|
2025
Q1 | $36.2K | Hold |
1,564
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $35.5K | Buy |
1,564
+782
| +100% | +$17.8K | ﹤0.01% | 315 |
|
|
2024
Q3 | $37K | Hold |
782
| – | – | ﹤0.01% | 306 |
|
|
2024
Q2 | $36K | Hold |
782
| – | – | ﹤0.01% | 305 |
|
|
2024
Q1 | $36K | Sell |
782
-2
| -0.3% | -$92 | 0.01% | 332 |
|
|
2023
Q4 | $37K | Buy |
784
+575
| +275% | +$27.1K | 0.01% | 297 |
|
|
2023
Q3 | $9K | Hold |
209
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $10K | Hold |
209
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $10K | Hold |
209
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $10K | Hold |
209
| – | – | ﹤0.01% | 511 |
|
|
2022
Q3 | $9K | Hold |
209
| – | – | ﹤0.01% | 513 |
|
|
2022
Q2 | $10K | Hold |
209
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $11K | Hold |
209
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $11K | Hold |
209
| – | – | ﹤0.01% | 470 |
|
|
2021
Q3 | $11K | Sell |
209
-24
| -10% | -$1.26K | ﹤0.01% | 462 |
|
|
2021
Q2 | $13K | Sell |
233
-580
| -71% | -$32.4K | ﹤0.01% | 358 |
|
|
2021
Q1 | $44K | Sell |
813
-446,827
| -100% | -$24.2M | 0.01% | 228 |
|
|
2020
Q4 | $25.1M | Sell |
447,640
-64,130
| -13% | -$3.59M | 7.03% | 4 |
|
|
2020
Q3 | $28.7M | Buy |
511,770
+39,621
| +8% | +$2.22M | 10.24% | 3 |
|
|
2020
Q2 | $26.6M | Buy |
472,149
+68,293
| +17% | +$3.84M | 9.16% | 4 |
|
|
2020
Q1 | $21.9M | Buy |
403,856
+114,548
| +40% | +$6.22M | 9.29% | 4 |
|
|
2019
Q4 | $15.5M | Buy |
289,308
+2,834
| +1% | +$151K | 5.12% | 8 |
|
|
2019
Q3 | $15.4M | Buy |
286,474
+11,687
| +4% | +$629K | 5.69% | 6 |
|
|
2019
Q2 | $14.6M | Buy |
274,787
+197,937
| +258% | +$10.5M | 5.4% | 6 |
|
|
2019
Q1 | $3.99M | Buy |
76,850
+4,805
| +7% | +$249K | 1.6% | 11 |
|
|
2018
Q4 | $3.65M | Buy |
+72,045
| New | +$3.65M | 2.27% | 6 |
|