Horan Capital Advisors’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
Q1 | $247K | Hold |
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|
2024
Q4 | $242K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $100K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $92K | Buy |
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|
2019
Q3 | $87K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $112K | Sell |
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|
2018
Q4 | $250K | Sell |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $267K | Buy |
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|
2017
Q4 | $237K | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $247K | Buy |
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|
2017
Q1 | $202K | Buy |
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