LVW Advisors’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 | $2.08M | Buy |
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|
2025
Q2 | $1.9M | Buy |
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2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $5.99M | Buy |
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|
2022
Q2 | $6.29M | Sell |
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|
2022
Q1 | $7.13M | Sell |
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|
2021
Q4 | $7.81M | Sell |
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|
2021
Q3 | $7.96M | Buy |
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|
2021
Q2 | $7.82M | Buy |
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|
2021
Q1 | $7.17M | Buy |
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|
2020
Q4 | $7.18M | Buy |
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|
2020
Q3 | $7.04M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7.51M | Sell |
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|
2017
Q4 | $7.69M | Buy |
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|
2017
Q3 | $7.68M | Buy |
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|
2017
Q2 | $799K | Sell |
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|
2017
Q1 | $811K | Buy |
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|
2016
Q4 | $775K | Sell |
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|
2016
Q3 | $863K | Buy |
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|
2016
Q2 | $776K | Buy |
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|
2016
Q1 | $383K | Buy |
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|
2015
Q4 | $362K | Buy |
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|
2015
Q3 | $342K | Sell |
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|
2015
Q2 | $356K | Sell |
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|
2015
Q1 | $372K | Buy |
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|
2014
Q4 | $355K | Buy |
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