Kiley Juergens Wealth 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
Q2 | $1.28M | Buy |
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2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $892K | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $692K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $20K | Buy |
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