Girard Partners’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
2024
Q2
$287K Sell
2024
Q1
$407K Sell
2023
Q4
$2.12M Buy
2023
Q3
$647K Buy
2018
Q4
Sell
2018
Q3
$375K Buy
2018
Q2
$350K Sell
2018
Q1
$357K Buy
2017
Q4
$355K Sell
2017
Q3
$407K Hold
2017
Q2
$406K Hold
2017
Q1
$403K Buy