Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $202K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $220K | Buy |
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