Members Advisory Group’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
Q4 | – | Sell |
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|
2024
Q3 | $9.44M | Sell |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $12.7M | Sell |
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|
2023
Q3 | $12.2M | Sell |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $357K | Buy |
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