Howe & Rusling’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 | $4.37K | Hold |
|
|||||
|
2025
Q1 | $4.36K | Buy |
|
|||||
|
2022
Q3 | – | Hold |
|
|||||
|
2022
Q2 | – | Hold |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $26K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $3K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $448K | Sell |
|
|||||
|
2016
Q2 | $610K | Sell |
|
|||||
|
2016
Q1 | $609K | Buy |
|
|||||
|
2015
Q4 | $584K | Sell |
|
|||||
|
2015
Q3 | $597K | Buy |
|
|||||
|
2015
Q2 | $592K | Buy |
|
|||||
|
2015
Q1 | $572K | Buy |
|
|||||
|
2014
Q4 | $421K | Buy |
|
|||||
|
2014
Q3 | $374K | Buy |
|
|||||
|
2014
Q2 | $374K | Buy |
|
|||||
|
2014
Q1 | $153K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $9K | Hold |
|
|||||
|
2013
Q2 | $9K | Buy |
|