Modus Advisors’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
Q4 | $17.6K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $33.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $5.19M | Sell |
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|
2022
Q2 | $5.59M | Sell |
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|
2022
Q1 | $6.17M | Sell |
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|
2021
Q4 | $7.25M | Sell |
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|
2021
Q3 | $7.6M | Sell |
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|
2021
Q2 | $7.67M | Sell |
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|
2021
Q1 | $7.91M | Buy |
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|
2020
Q4 | $7.53M | Buy |
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|
2020
Q3 | $7M | Buy |
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|
2020
Q2 | $6.54M | Buy |
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|
2020
Q1 | $5.86M | Buy |
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|
2019
Q4 | $5.66M | Buy |
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