Hengehold Capital 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 | $7.29M | Sell |
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2025
Q1 | $54.5M | Buy |
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2024
Q4 | $47.4M | Buy |
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2024
Q3 | $47.5M | Buy |
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2024
Q2 | $44.7M | Buy |
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2024
Q1 | $44.7M | Buy |
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2023
Q4 | $44.3M | Sell |
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2023
Q3 | $43.2M | Buy |
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2023
Q2 | $44.6M | Sell |
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2023
Q1 | $45.3M | Buy |
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2022
Q4 | $43.7M | Sell |
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2022
Q3 | $64.3M | Sell |
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2022
Q2 | $74.1M | Buy |
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2022
Q1 | $76.4M | Buy |
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2021
Q4 | $80.3M | Buy |
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2021
Q3 | $66.5M | Buy |
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2021
Q2 | $65M | Buy |
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2021
Q1 | $63.4M | Sell |
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2020
Q4 | $82.5M | Buy |
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2020
Q3 | $81.3M | Buy |
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2020
Q2 | $72.6M | Buy |
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2020
Q1 | $67.6M | Buy |
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2019
Q4 | $58.2M | Buy |
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2019
Q3 | $42.4M | Buy |
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2019
Q2 | $37.1M | Buy |
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2019
Q1 | $1.59M | Buy |
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2018
Q4 | $686K | Buy |
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2018
Q3 | $327K | Sell |
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2018
Q2 | $359K | Sell |
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2018
Q1 | $529K | Sell |
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2017
Q4 | $759K | Sell |
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2017
Q3 | $769K | Sell |
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2017
Q2 | $773K | Buy |
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2017
Q1 | $748K | Buy |
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2016
Q4 | $730K | Sell |
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2016
Q3 | $1.38M | Sell |
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2016
Q2 | $1.79M | Sell |
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2016
Q1 | $17.2M | Buy |
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