Prime Capital 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 | $856K | Sell |
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2025
Q2 | $853K | Sell |
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|
2025
Q1 | $4.13M | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $81K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $50K | Sell |
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|
2020
Q2 | $196K | Sell |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $689K | Sell |
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|
2019
Q2 | $680K | Buy |
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