Peak Financial 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
Q3 | $7.95M | Buy |
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|
2025
Q2 | $7.53M | Buy |
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|
2025
Q1 | $6.96M | Buy |
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|
2024
Q4 | $6.26M | Buy |
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|
2024
Q3 | $5.95M | Buy |
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|
2024
Q2 | $5.39M | Buy |
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|
2024
Q1 | $4.92M | Buy |
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|
2023
Q4 | $4.71M | Sell |
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|
2023
Q3 | $4.92M | Buy |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $3.78M | Buy |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $3.49M | Buy |
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|
2022
Q2 | $3.56M | Sell |
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|
2022
Q1 | $3.76M | Sell |
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|
2021
Q4 | $4.12M | Sell |
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|
2021
Q3 | $4.39M | Buy |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $3.84M | Buy |
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|
2020
Q4 | $3.72M | Buy |
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|
2020
Q3 | $3.47M | Buy |
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|
2020
Q2 | $3.27M | Sell |
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|
2020
Q1 | $3.67M | Buy |
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|
2019
Q4 | $3.47M | Buy |
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|
2019
Q3 | $3.41M | Sell |
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|
2019
Q2 | $3.37M | Buy |
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|
2019
Q1 | $3.27M | Sell |
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|
2018
Q4 | $3.29M | Buy |
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|
2018
Q3 | $3.12M | Buy |
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|
2018
Q2 | $2.83M | Buy |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $627K | Buy |
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|
2017
Q3 | $426K | Buy |
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|
2017
Q2 | $425K | Buy |
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|
2017
Q1 | $395K | Buy |
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|
2016
Q4 | $254K | Buy |
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