One Capital Management’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
Q2 | $516K | Hold |
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|
2025
Q1 | $514K | Hold |
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|
2024
Q4 | $504K | Hold |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $595K | Sell |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $746K | Buy |
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|
2022
Q4 | $471K | Hold |
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $570K | Sell |
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|
2021
Q3 | $612K | Hold |
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|
2021
Q2 | $616K | Sell |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $700K | Hold |
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|
2020
Q3 | $701K | Sell |
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|
2020
Q2 | $704K | Sell |
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|
2020
Q1 | $679K | Sell |
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|
2019
Q4 | $689K | Sell |
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|
2019
Q3 | $747K | Sell |
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|
2019
Q2 | $761K | Sell |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $3.85M | Buy |
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|
2018
Q3 | $3.64M | Buy |
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|
2018
Q2 | $3.45M | Buy |
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|
2018
Q1 | $3.19M | Buy |
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|
2017
Q4 | $2.96M | Sell |
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|
2017
Q3 | $3.33M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3.78M | Buy |
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|
2015
Q1 | $3.47M | Buy |
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|
2014
Q4 | $3.3M | Buy |
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|
2014
Q3 | $3.01M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.66M | Buy |
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