Ogorek Anthony Joseph’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-499
| Closed | -$11K | – | 697 |
|
|
2025
Q4 | $11K | Buy |
499
+6
| +1% | +$141 | ﹤0.01% | 364 |
|
|
2025
Q3 | $11K | Buy |
493
+5
| +1% | +$116 | ﹤0.01% | 383 |
|
|
2025
Q2 | $11K | Sell |
488
-32
| -6% | -$734 | ﹤0.01% | 370 |
|
|
2025
Q1 | $12K | Buy |
520
+376
| +261% | +$8.61K | ﹤0.01% | 341 |
|
|
2024
Q4 | $3K | Buy |
144
+2
| +1% | +$46 | ﹤0.01% | 268 |
|
|
2024
Q3 | $3K | Buy |
142
+2
| +1% | +$47 | ﹤0.01% | 244 |
|
|
2024
Q2 | $3K | Hold |
140
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $3K | Hold |
140
| – | – | ﹤0.01% | 251 |
|
|
2023
Q4 | $3K | Hold |
140
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $3K | Sell |
140
-908
| -87% | -$20.6K | ﹤0.01% | 238 |
|
|
2023
Q2 | $24K | Sell |
1,048
-14
| -1% | -$326 | 0.01% | 147 |
|
|
2023
Q1 | $24K | Buy |
1,062
+4
| +0.4% | +$93 | 0.01% | 145 |
|
|
2022
Q4 | $24K | Sell |
1,058
-10
| -0.9% | -$228 | 0.01% | 106 |
|
|
2022
Q3 | $24K | Sell |
1,068
-9,358
| -90% | -$223K | 0.01% | 98 |
|
|
2022
Q2 | $249K | Sell |
10,426
-18,926
| -64% | -$458K | 0.11% | 54 |
|
|
2022
Q1 | $742K | Buy |
29,352
+22,144
| +307% | +$575K | 0.3% | 41 |
|
|
2021
Q4 | $194K | Sell |
7,208
-3,192
| -31% | -$86.3K | 0.08% | 54 |
|
|
2021
Q3 | $282K | Buy |
10,400
+130
| +1% | +$3.56K | 0.13% | 45 |
|
|
2021
Q2 | $280K | Sell |
10,270
-864
| -8% | -$23.4K | 0.13% | 44 |
|
|
2021
Q1 | $300K | Buy |
11,134
+32
| +0.3% | +$878 | 0.15% | 40 |
|
|
2020
Q4 | $311K | Buy |
11,102
+1,724
| +18% | +$48.2K | 0.17% | 34 |
|
|
2020
Q3 | $262K | Sell |
9,378
-6,220
| -40% | -$175K | 0.15% | 32 |
|
|
2020
Q2 | $438K | Sell |
15,598
-1,518,292
| -99% | -$42.2M | 0.31% | 18 |
|
|
2020
Q1 | $41.6M | Buy |
1,533,890
+237,188
| +18% | +$6.41M | 22.62% | 1 |
|
|
2019
Q4 | $34.6M | Buy |
1,296,702
+431,654
| +50% | +$11.6M | 16.88% | 2 |
|
|
2019
Q3 | $23.3M | Buy |
865,048
+860,540
| +19,089% | +$23M | 13.92% | 4 |
|
|
2019
Q2 | $119K | Buy |
4,508
+1,784
| +65% | +$46.4K | 0.08% | 29 |
|
|
2019
Q1 | $70K | Hold |
2,724
| – | – | 0.05% | 32 |
|
|
2018
Q4 | $68K | Sell |
2,724
-726
| -21% | -$18.1K | 0.05% | 30 |
|
|
2018
Q3 | $86K | Sell |
3,450
-2,178
| -39% | -$55K | 0.06% | 30 |
|
|
2018
Q2 | $142K | Sell |
5,628
-201,998
| -97% | -$5.1M | 0.11% | 25 |
|
|
2018
Q1 | $5.3M | Sell |
207,626
-333,592
| -62% | -$8.53M | 4.6% | 6 |
|
|
2017
Q4 | $14.1M | Buy |
541,218
+11,458
| +2% | +$299K | 11.53% | 4 |
|
|
2017
Q3 | $13.9M | Sell |
529,760
-100,396
| -16% | -$2.63M | 13.53% | 3 |
|
|
2017
Q2 | $16.5M | Buy |
630,156
+27,240
| +5% | +$710K | 15.25% | 3 |
|
|
2017
Q1 | $15.6M | Sell |
602,916
-352,636
| -37% | -$9.1M | 16.13% | 3 |
|
|
2016
Q4 | $25.6M | Hold |
955,552
| – | – | 22.13% | 2 |
|
|
2016
Q3 | $25.6M | Sell |
955,552
-64,054
| -6% | -$1.72M | 22.13% | 2 |
|
|
2016
Q2 | $27.4M | Sell |
1,019,606
-3,974
| -0.4% | -$105K | 24.57% | 2 |
|
|
2016
Q1 | $27M | Buy |
1,023,580
+302,944
| +42% | +$7.91M | 21.94% | 2 |
|
|
2015
Q4 | $18.6M | Sell |
720,636
-225,044
| -24% | -$5.83M | 15.49% | 2 |
|
|
2015
Q3 | $24.7M | Buy |
945,680
+8,178
| +0.9% | +$212K | 20.14% | 2 |
|
|
2015
Q2 | $24.2M | Buy |
937,502
+38,146
| +4% | +$997K | 18.6% | 2 |
|
|
2015
Q1 | $23.8M | Buy |
899,356
+250,932
| +39% | +$6.62M | 16.35% | 2 |
|
|
2014
Q4 | $17M | Buy |
+648,424
| New | +$16.9M | 12.72% | 3 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
