Lodestar Private Asset 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
Q2 | $1.61M | Sell |
|
|||||
|
2025
Q1 | $1.77M | Sell |
|
|||||
|
2024
Q4 | $1.89M | Sell |
|
|||||
|
2024
Q3 | $2.21M | Sell |
|
|||||
|
2024
Q2 | $2.41M | Sell |
|
|||||
|
2024
Q1 | $2.66M | Sell |
|
|||||
|
2023
Q4 | $3.18M | Sell |
|
|||||
|
2023
Q3 | $5.07M | Sell |
|
|||||
|
2023
Q2 | $7.96M | Sell |
|
|||||
|
2023
Q1 | $8.28M | Buy |
|
|||||
|
2022
Q4 | $4.37M | Buy |
|