Modera 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
Q2 | $1.22M | Sell |
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2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.26M | Hold |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $202K | Sell |
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|
2016
Q2 | $228K | Buy |
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