Kovitz Investment Group Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
+87,958
| New | +$2.04M | 0.01% | 622 |
|
|
2022
Q1 | – | Sell |
-21,800
| Closed | -$611K | – | 444 |
|
|
2021
Q4 | $611K | Buy |
+21,800
| New | +$611K | 0.01% | 321 |
|
|
2021
Q1 | – | Sell |
-21,800
| Closed | -$611K | – | 415 |
|
|
2020
Q4 | $611K | Sell |
21,800
-27,200
| -56% | -$762K | 0.01% | 319 |
|
|
2020
Q3 | $1.37M | Hold |
49,000
| – | – | 0.04% | 223 |
|
|
2020
Q2 | $1.38M | Buy |
+49,000
| New | +$1.38M | 0.04% | 214 |
|