Phillips 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 | $4.62M | Sell |
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|
2025
Q2 | $4.61M | Sell |
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|
2025
Q1 | $5.14M | Sell |
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|
2024
Q4 | $5.1M | Sell |
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|
2024
Q3 | $5.4M | Sell |
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|
2024
Q2 | $5.2M | Buy |
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|
2024
Q1 | $5.01M | Buy |
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|
2023
Q4 | $4.35M | Buy |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.59M | Sell |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $3.4M | Buy |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.06M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $2.47M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.56M | Buy |
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|
2020
Q1 | $1.49M | Sell |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.16M | Sell |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.15M | Buy |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $984K | Buy |
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|
2017
Q1 | $846K | Buy |
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|
2016
Q4 | $767K | Buy |
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|
2016
Q3 | $644K | Buy |
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|
2016
Q2 | $634K | Buy |
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|
2016
Q1 | $558K | Buy |
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