Legacy Wealth Management (Tennessee)’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 | $741K | Buy |
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|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $911K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $29.3M | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $127K | Buy |
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