NewSquare Capital’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
Sell
2025
Q2
$139 Hold
2025
Q1
$139 Hold
2024
Q4
$136 Buy
2018
Q4
Sell
2018
Q3
$11K Hold
2018
Q2
$11K Buy
2018
Q1
Sell
2017
Q4
$13K Hold
2017
Q3
$13K Hold
2017
Q2
$13K Hold
2017
Q1
$13K Hold
2016
Q4
$13K Hold
2016
Q3
$14K Sell
2016
Q2
$41K Buy
2016
Q1
$39K Buy