Landmark Financial Advisors’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
Q4 | $680K | Sell |
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|
2023
Q3 | $649K | Buy |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $734K | Sell |
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|
2022
Q3 | $764K | Sell |
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|
2022
Q2 | $856K | Buy |
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|
2022
Q1 | $866K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $1.9M | Sell |
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|
2019
Q3 | $1.99M | Buy |
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|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $2.17M | Sell |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $2.14M | Sell |
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|
2018
Q2 | $2.2M | Buy |
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|
2018
Q1 | $2.11M | Buy |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.32M | Sell |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $1.81M | Sell |
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|
2016
Q2 | $2.19M | Buy |
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|
2016
Q1 | $2.14M | Sell |
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|
2015
Q4 | $2.18M | Sell |
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|
2015
Q3 | $2.27M | Sell |
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|
2015
Q2 | $2.25M | Buy |
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|
2015
Q1 | $2.11M | Buy |
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|
2014
Q4 | $1.98M | Buy |
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