M&R Capital 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
2024
Q3
$4.51K Hold
2024
Q2
$4.33K Hold
2024
Q1
$4.37K Hold
2023
Q4
$4.43K Hold
2023
Q3
$4.2K Sell
2023
Q2
$16.6K Hold
2023
Q1
$16.9K Hold
2022
Q4
$16.4K Hold
2022
Q3
$16K Buy
2022
Q2
$5K Buy