Kingsview 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 | $427K | Buy |
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2025
Q1 | $419K | Sell |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $826K | Buy |
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $871K | Sell |
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|
2023
Q4 | $884K | Hold |
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|
2023
Q3 | $839K | Sell |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $973K | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.5M | Sell |
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|
2020
Q4 | $2.64M | Sell |
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|
2020
Q3 | $2.71M | Sell |
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|
2020
Q2 | $2.73M | Sell |
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|
2020
Q1 | $2.66M | Buy |
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|
2019
Q4 | $2.59M | Buy |
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|
2019
Q3 | $2.54M | Buy |
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|
2019
Q2 | $2.38M | Buy |
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|
2019
Q1 | $2.31M | Sell |
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|
2018
Q4 | $2.28M | Sell |
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|
2018
Q3 | $2.35M | Buy |
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|
2018
Q2 | $2.29M | Buy |
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|
2018
Q1 | $2.27M | Buy |
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|
2017
Q4 | $2.28M | Buy |
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|
2017
Q3 | $1.46M | Buy |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $1.41M | Buy |
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