Flagship Harbor 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
Q4
$124K Buy
2024
Q4
Sell
2024
Q3
$205K Buy
2024
Q1
Sell
2023
Q4
$238K Buy
2023
Q3
$201K Buy
2023
Q2
$209K Sell
2023
Q1
$270K Hold
2022
Q4
$263K Buy
2022
Q3
$260K Hold
2022
Q2
$275K Sell
2022
Q1
$310K Hold
2021
Q4
$331K Hold
2021
Q3
$335K Hold
2021
Q2
$335K Sell
2021
Q1
$342K Sell
2020
Q4
$364K Buy
2020
Q3
$363K Sell
2020
Q2
$444K Buy
2020
Q1
$271K Buy