Kades & Cheifetz’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
2024
Q4
$2.29M Buy
2024
Q3
$2.22M Sell
2024
Q2
$2.19M Sell
2024
Q1
$2.27M Buy
2023
Q4
$2.28M Sell
2023
Q3
$2.22M Buy
2023
Q2
$2.2M Sell
2023
Q1
$2.31M Sell
2022
Q4
$2.46M Buy