Meridian Wealth 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 | $211K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.57K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $225K | Buy |
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|
2018
Q1 | $226K | Buy |
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|
2017
Q4 | $229K | Buy |
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|
2017
Q3 | $230K | Buy |
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