Kaizen Financial Strategies’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 | $234K | Buy |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $360K | Hold |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $7.16M | Buy |
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|
2023
Q4 | $6.62M | Sell |
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|
2023
Q3 | $6.46M | Buy |
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|
2023
Q2 | $5.7M | Buy |
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $999K | Buy |
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