GSB Wealth Management’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
Q2 | $293K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $569K | Sell |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $919K | Buy |
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|
2024
Q1 | $895K | Sell |
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|
2023
Q4 | $4.79M | Buy |
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|
2023
Q3 | $4.18M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $2.9M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.88M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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