Investors Research Corp’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
Q3 | $166K | Hold |
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|
2025
Q2 | $165K | Hold |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $169K | Hold |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $175K | Hold |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $174K | Hold |
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|
2023
Q2 | $181K | Hold |
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|
2023
Q1 | $184K | Hold |
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|
2022
Q4 | $179K | Hold |
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|
2022
Q3 | $178K | Hold |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $325K | Hold |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $286K | Hold |
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|
2019
Q1 | $280K | Buy |
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