Lathrop Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.41M | Buy |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $953K | Buy |
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|
2023
Q2 | $993K | Buy |
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|
2023
Q1 | $974K | Buy |
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|
2022
Q4 | $883K | Sell |
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|
2022
Q3 | $881K | Buy |
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|
2022
Q2 | $925K | Buy |
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|
2022
Q1 | $975K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $894K | Sell |
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|
2019
Q4 | $926K | Buy |
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|
2019
Q3 | $862K | Buy |
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|
2019
Q2 | $830K | Buy |
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|
2019
Q1 | $750K | Buy |
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|
2018
Q4 | $711K | Buy |
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