Luts & Greenleigh 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 | $549K | Hold |
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|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $594K | Buy |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $545K | Buy |
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