Global Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.29M | Buy |
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|
2025
Q2 | $3.09M | Buy |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.59M | Buy |
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|
2024
Q1 | $2.43M | Sell |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $3.56M | Sell |
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|
2023
Q2 | $3.92M | Sell |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $4.05M | Buy |
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|
2022
Q2 | $4.32M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.19M | Sell |
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|
2021
Q2 | $4.27M | Buy |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $519K | Buy |
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|
2020
Q2 | $430K | Buy |
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|
2020
Q1 | $360K | Buy |
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|
2019
Q4 | $280K | Buy |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | $145K | Buy |
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|
2018
Q4 | $124K | Sell |
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|
2018
Q3 | $140K | Buy |
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|
2018
Q2 | $78K | Buy |
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|
2018
Q1 | $71K | Buy |
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|
2017
Q4 | $65K | Buy |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | $16K | Buy |
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