Newman Dignan & Sheerar Inc’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 | $226K | Buy |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $663K | Sell |
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|
2022
Q4 | $834K | Sell |
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|
2022
Q3 | $1.09K | Sell |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $3.35K | Sell |
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|
2021
Q4 | $7.29M | Sell |
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|
2021
Q3 | $9.09M | Sell |
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|
2021
Q2 | $9.41M | Buy |
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|
2021
Q1 | $9.21M | Sell |
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|
2020
Q4 | $11.3K | Sell |
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|
2020
Q3 | $11.3M | Buy |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $11.1M | Buy |
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|
2019
Q4 | $10.3K | Buy |
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|
2019
Q3 | $9.94M | Buy |
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|
2019
Q2 | $9.46K | Buy |
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|
2019
Q1 | $8.94M | Buy |
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|
2018
Q4 | $8.59K | Sell |
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|
2018
Q3 | $8.92M | Buy |
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|
2018
Q2 | $8.94K | Buy |
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|
2018
Q1 | $8.9M | Buy |
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|
2017
Q4 | $307K | Buy |
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|
2017
Q3 | $254K | Buy |
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|
2017
Q2 | $233K | Buy |
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