Pinnacle Associates’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 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | $240K | Hold |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $350K | Buy |
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|
2018
Q1 | $332K | Sell |
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|
2017
Q4 | $343K | Hold |
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|
2017
Q3 | $345K | Sell |
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|
2017
Q2 | $351K | Buy |
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|
2017
Q1 | $342K | Sell |
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|
2016
Q4 | $350K | Sell |
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|
2016
Q3 | $367K | Sell |
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|
2016
Q2 | $368K | Buy |
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|
2016
Q1 | $345K | Sell |
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|
2015
Q4 | $345K | Buy |
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|
2015
Q3 | $340K | Sell |
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|
2015
Q2 | $340K | Buy |
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|
2015
Q1 | $343K | Buy |
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|
2014
Q4 | $324K | Buy |
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|
2014
Q3 | $217K | Buy |
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