JMG Financial Group’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 | $2.35M | Sell |
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2025
Q2 | $2.72M | Sell |
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2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $8.33M | Sell |
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|
2024
Q1 | $9.96M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.78M | Sell |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $12.3M | Sell |
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|
2022
Q2 | $16.6M | Buy |
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|
2022
Q1 | $9.93M | Buy |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.81M | Buy |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $4.33M | Sell |
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|
2020
Q4 | $4.99M | Sell |
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|
2020
Q3 | $5.06M | Buy |
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|
2020
Q2 | $5.07M | Sell |
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|
2020
Q1 | $4.92M | Sell |
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|
2019
Q4 | $7.03M | Sell |
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|
2019
Q3 | $7.12M | Sell |
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|
2019
Q2 | $7.07M | Sell |
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|
2019
Q1 | $7.63M | Sell |
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|
2018
Q4 | $7.91M | Buy |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $890K | Buy |
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|
2017
Q4 | $907K | Buy |
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|
2017
Q3 | $895K | Buy |
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|
2017
Q2 | $691K | Buy |
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|
2017
Q1 | $642K | Sell |
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|
2016
Q4 | $708K | Sell |
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|
2016
Q3 | $827K | Sell |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $1.05M | Buy |
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|
2015
Q4 | $970K | Buy |
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|
2015
Q3 | $488K | Sell |
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|
2015
Q2 | $525K | Buy |
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|
2015
Q1 | $357K | Sell |
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|
2014
Q4 | $356K | Buy |
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|
2014
Q3 | $333K | Buy |
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|
2014
Q2 | $331K | Buy |
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