Moisand Fitzgerald Tamayo’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 | $658 | Sell |
|
|||||
|
2025
Q2 | $977 | Sell |
|
|||||
|
2025
Q1 | $7.13K | Hold |
|
|||||
|
2024
Q4 | $6.99K | Sell |
|
|||||
|
2024
Q3 | $10.8K | Hold |
|
|||||
|
2024
Q2 | $10.4K | Hold |
|
|||||
|
2024
Q1 | $10.5K | Hold |
|
|||||
|
2023
Q4 | $10.6K | Sell |
|
|||||
|
2023
Q3 | $22.2K | Hold |
|
|||||
|
2023
Q2 | $23.2K | Hold |
|
|||||
|
2023
Q1 | $23.6K | Hold |
|
|||||
|
2022
Q4 | $23K | Hold |
|
|||||
|
2022
Q3 | $23K | Sell |
|
|||||
|
2022
Q2 | $24K | Buy |
|
|||||
|
2022
Q1 | $25K | Sell |
|
|||||
|
2021
Q4 | $28K | Hold |
|
|||||
|
2021
Q3 | $28K | Sell |
|
|||||
|
2021
Q2 | $37K | Hold |
|
|||||
|
2021
Q1 | $36K | Hold |
|
|||||
|
2020
Q4 | $38K | Sell |
|
|||||
|
2020
Q3 | $49K | Hold |
|
|||||
|
2020
Q2 | $49K | Sell |
|
|||||
|
2020
Q1 | $55K | Sell |
|
|||||
|
2019
Q4 | $87K | Sell |
|
|||||
|
2019
Q3 | $91K | Sell |
|
|||||
|
2019
Q2 | $114K | Sell |
|
|||||
|
2019
Q1 | $112K | Sell |
|
|||||
|
2018
Q4 | $136K | Sell |
|
|||||
|
2018
Q3 | $149K | Sell |
|
|||||
|
2018
Q2 | $152K | Sell |
|
|||||
|
2018
Q1 | $173K | Sell |
|
|||||
|
2017
Q4 | $182K | Hold |
|
|||||
|
2017
Q3 | $183K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $357K | Sell |
|
|||||
|
2016
Q3 | $405K | Sell |
|
|||||
|
2016
Q2 | $504K | Sell |
|
|||||
|
2016
Q1 | $649K | Sell |
|
|||||
|
2015
Q4 | $1.32M | Buy |
|