IFG Advisory’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 | $1.49M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $869K | Sell |
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|
2024
Q3 | $952K | Buy |
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|
2024
Q2 | $873K | Buy |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $467K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $553K | Buy |
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