Kelman-Lazarov Inc’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 | $513K | Sell |
|
|||||
|
2025
Q1 | $620K | Buy |
|
|||||
|
2024
Q4 | $570K | Sell |
|
|||||
|
2024
Q3 | $603K | Buy |
|
|||||
|
2024
Q2 | $529K | Buy |
|
|||||
|
2024
Q1 | $433K | Sell |
|
|||||
|
2023
Q4 | $447K | Sell |
|
|||||
|
2023
Q3 | $467K | Buy |
|
|||||
|
2023
Q2 | $364K | Buy |
|
|||||
|
2023
Q1 | $367K | Buy |
|
|||||
|
2022
Q4 | $352K | Sell |
|
|||||
|
2022
Q3 | $627K | Buy |
|
|||||
|
2022
Q2 | $521K | Sell |
|
|||||
|
2022
Q1 | $748K | Hold |
|
|||||
|
2021
Q4 | $797K | Sell |
|
|||||
|
2021
Q3 | $810K | Hold |
|
|||||
|
2021
Q2 | $815K | Buy |
|
|||||
|
2021
Q1 | $331K | Buy |
|
|||||
|
2020
Q4 | $219K | Hold |
|
|||||
|
2020
Q3 | $219K | Sell |
|
|||||
|
2020
Q2 | $227K | Sell |
|
|||||
|
2020
Q1 | $293K | Sell |
|
|||||
|
2019
Q4 | $432K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1.15M | Sell |
|
|||||
|
2018
Q2 | $8.1M | Sell |
|
|||||
|
2018
Q1 | $12M | Buy |
|
|||||
|
2017
Q4 | $9.64M | Buy |
|
|||||
|
2017
Q3 | $8.47M | Buy |
|
|||||
|
2017
Q2 | $5.08M | Buy |
|
|||||
|
2017
Q1 | $3.54M | Buy |
|
|||||
|
2016
Q4 | $3.05M | Buy |
|
|||||
|
2016
Q3 | $2.67M | Buy |
|
|||||
|
2016
Q2 | $2.33M | Buy |
|
|||||
|
2016
Q1 | $2.04M | Buy |
|