Optimum 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
Q3 | $288K | Buy |
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|
2025
Q2 | $279K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $193K | Buy |
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|
2022
Q4 | $183K | Buy |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $179K | Sell |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $163K | Buy |
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|
2021
Q1 | $154K | Buy |
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|
2020
Q4 | $149K | Buy |
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|
2020
Q3 | $142K | Buy |
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|
2020
Q2 | $62K | Sell |
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|
2020
Q1 | $77K | Buy |
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|
2019
Q4 | $74K | Buy |
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|
2019
Q3 | $72K | Buy |
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|
2019
Q2 | $68K | Buy |
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|
2019
Q1 | $65K | Buy |
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|
2018
Q4 | $52K | Buy |
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|
2018
Q3 | $47K | Buy |
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