Index Fund 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
Q2 | $205K | Buy |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $439K | Buy |
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