Integrated Wealth Concepts’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 | $7.6M | Buy |
|
|||||
|
2025
Q1 | $6.93M | Sell |
|
|||||
|
2024
Q4 | $6.92M | Sell |
|
|||||
|
2024
Q3 | $9.76M | Sell |
|
|||||
|
2024
Q2 | $9.79M | Buy |
|
|||||
|
2024
Q1 | $9.27M | Buy |
|
|||||
|
2023
Q4 | $8.63M | Buy |
|
|||||
|
2023
Q3 | $5.06M | Buy |
|
|||||
|
2023
Q2 | $4.73M | Buy |
|
|||||
|
2023
Q1 | $3.37M | Buy |
|
|||||
|
2022
Q4 | $2.62M | Sell |
|
|||||
|
2022
Q3 | $3.13M | Sell |
|
|||||
|
2022
Q2 | $3.36M | Buy |
|
|||||
|
2022
Q1 | $1.02M | Buy |
|
|||||
|
2021
Q4 | $322K | Buy |
|
|||||
|
2021
Q3 | $316K | Buy |
|
|||||
|
2021
Q2 | $292K | Sell |
|
|||||
|
2021
Q1 | $312K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $219K | Buy |
|
|||||
|
2019
Q4 | $215K | Buy |
|