Fisher Asset Management’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 | $203K | Buy |
+8,722
| New | +$203K | ﹤0.01% | 964 |
|
|
2024
Q3 | – | Sell |
-8,225
| Closed | -$375K | – | 998 |
|
|
2024
Q2 | $375K | Buy |
8,225
+3,173
| +63% | +$145K | ﹤0.01% | 836 |
|
|
2024
Q1 | $232K | Buy |
+5,052
| New | +$232K | ﹤0.01% | 912 |
|
|
2020
Q3 | – | Sell |
-4,026
| Closed | -$226K | – | 885 |
|
|
2020
Q2 | $226K | Buy |
+4,026
| New | +$226K | ﹤0.01% | 767 |
|
|
2016
Q2 | – | Sell |
-8,095
| Closed | -$429K | – | 711 |
|
|
2016
Q1 | $429K | Buy |
+8,095
| New | +$429K | ﹤0.01% | 577 |
|