Islay Capital Management’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 | $516 | Hold |
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|
2025
Q2 | $511 | Hold |
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|
2025
Q1 | $510 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $41K | Buy |
|