Northeast Financial Group’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 | $5.84M | Buy |
|
|||||
|
2025
Q2 | $5.34M | Buy |
|
|||||
|
2025
Q1 | $5.29M | Buy |
|
|||||
|
2024
Q4 | $5.02M | Buy |
|
|||||
|
2024
Q3 | $4.96M | Sell |
|
|||||
|
2024
Q2 | $5.05M | Sell |
|
|||||
|
2024
Q1 | $5.14M | Buy |
|
|||||
|
2023
Q4 | $4.49M | Buy |
|
|||||
|
2023
Q3 | $4.13M | Sell |
|
|||||
|
2023
Q2 | $7.19M | Sell |
|
|||||
|
2023
Q1 | $8.55M | Buy |
|
|||||
|
2022
Q4 | $8M | Sell |
|
|||||
|
2022
Q3 | $17.6M | Buy |
|
|||||
|
2022
Q2 | $18.3M | Buy |
|
|||||
|
2022
Q1 | $19.2M | Buy |
|
|||||
|
2021
Q4 | $18.6M | Buy |
|
|||||
|
2021
Q3 | $18.2M | Buy |
|
|||||
|
2021
Q2 | $12.9M | Sell |
|
|||||
|
2021
Q1 | $13.3M | Buy |
|
|||||
|
2020
Q4 | $13.4M | Buy |
|