Marotta 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
Q3 | $6.66M | Buy |
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|
2025
Q2 | $6.48M | Buy |
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|
2025
Q1 | $6.86M | Sell |
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|
2024
Q4 | $6.51M | Sell |
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|
2024
Q3 | $6.86M | Buy |
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|
2024
Q2 | $6.42M | Buy |
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|
2024
Q1 | $6.38M | Buy |
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|
2023
Q4 | $6.39M | Sell |
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|
2023
Q3 | $6.19M | Buy |
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|
2023
Q2 | $6.28M | Buy |
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|
2022
Q4 | $6.08M | Sell |
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|
2022
Q3 | $6.23M | Sell |
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|
2022
Q2 | $6.86M | Sell |
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|
2022
Q1 | $8.61M | Sell |
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|
2021
Q4 | $9.62M | Sell |
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|
2021
Q3 | $9.88M | Sell |
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|
2021
Q2 | $10.8M | Sell |
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|
2021
Q1 | $27.3M | Buy |
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|
2020
Q4 | $27.2M | Buy |
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|
2020
Q3 | $25.2M | Buy |
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|
2020
Q2 | $22.7M | Sell |
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|
2020
Q1 | $22.3M | Sell |
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|
2019
Q4 | $23.5M | Buy |
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