OneDigital Investment Advisors’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 | $84.8M | Sell |
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2025
Q1 | $91.1M | Sell |
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|
2024
Q4 | $96.4M | Buy |
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|
2024
Q3 | $78.6M | Sell |
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|
2024
Q2 | $77.3M | Buy |
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|
2024
Q1 | $77.1M | Sell |
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|
2023
Q4 | $86.3M | Buy |
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|
2023
Q3 | $78.8M | Sell |
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|
2023
Q2 | $92.5M | Sell |
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|
2023
Q1 | $104M | Sell |
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|
2022
Q4 | $112M | Sell |
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|
2022
Q3 | $150M | Sell |
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|
2022
Q2 | $175M | Sell |
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|
2022
Q1 | $193M | Buy |
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|
2021
Q4 | $199M | Buy |
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|
2021
Q3 | $191M | Buy |
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|
2021
Q2 | $182M | Buy |
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|
2021
Q1 | $159M | Buy |
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|
2020
Q4 | $149M | Buy |
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|
2020
Q3 | $60.7M | Buy |
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|
2020
Q2 | $56.8M | Buy |
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|
2020
Q1 | $51.5M | Buy |
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|
2019
Q4 | $49.5M | Buy |
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|
2019
Q3 | $43.1M | Sell |
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|
2019
Q2 | $70.7M | Buy |
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|
2019
Q1 | $20.7M | Buy |
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|
2018
Q4 | $19.5M | Sell |
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|
2018
Q3 | $33.8M | Buy |
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|
2018
Q2 | $32.7M | Buy |
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|
2018
Q1 | $21.1M | Sell |
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|
2017
Q4 | $27.6M | Buy |
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|
2017
Q3 | $18.8M | Buy |
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|
2017
Q2 | $1.18M | Buy |
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