Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.1M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $1.28M | Buy |
|