Mission 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 | $1.5M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $528K | Sell |
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|
2020
Q3 | $597K | Sell |
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|
2020
Q2 | $791K | Sell |
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|
2020
Q1 | $996K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.44M | Sell |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $1.49M | Buy |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $950K | Buy |
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|
2017
Q4 | $315K | Buy |
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