Main Street Financial Solutions’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
$4.72M Buy
2025
Q2
$4.37M Buy
2025
Q1
$3.43M Buy
2024
Q4
$3.17M Buy
2024
Q3
$2.94M Buy
2024
Q2
$2.37M Buy
2024
Q1
$2.17M Buy
2023
Q1
Sell
2022
Q4
$317K Sell
2022
Q3
$378K Sell
2022
Q2
$405K Sell
2022
Q1
$458K Buy
2021
Q4
$488K Sell
2021
Q3
$505K Sell
2021
Q2
$563K Sell
2021
Q1
$627K Sell
2020
Q4
$714K Buy