Marshall Financial Group (Pennsylvania)’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 | $5.05M | Buy |
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|
2025
Q2 | $4.43M | Buy |
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|
2025
Q1 | $4.27M | Sell |
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|
2024
Q4 | $4.44M | Sell |
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|
2024
Q3 | $4.84M | Buy |
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|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.62M | Buy |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.27M | Sell |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.52M | Buy |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $904K | Buy |
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|
2019
Q1 | $805K | Buy |
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|
2018
Q4 | $389K | Buy |
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