HB 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
Q3 | $1.39M | Sell |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $795K | Buy |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $680K | Sell |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $612K | Buy |
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