Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.24M | Sell |
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|
2025
Q2 | $9.17M | Sell |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $12.4M | Sell |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $14.1M | Sell |
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|
2023
Q4 | $14.9M | Sell |
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|
2023
Q3 | $15.2M | Sell |
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|
2023
Q2 | $16.1M | Sell |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $16.4M | Buy |
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|
2022
Q3 | $185K | Buy |
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|
2022
Q2 | $178K | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $191K | Sell |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $318K | Buy |
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|
2019
Q4 | $265K | Buy |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $225K | Buy |
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|
2019
Q1 | $191K | Sell |
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|
2018
Q4 | $193K | Buy |
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