Prospera Financial Services’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
Q2 | $210K | Buy |
|
|||||
|
2025
Q1 | $205K | Sell |
|
|||||
|
2024
Q4 | $202K | Buy |
|
|||||
|
2024
Q3 | $210K | Sell |
|
|||||
|
2024
Q2 | $213K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $218K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $255K | Sell |
|
|||||
|
2022
Q2 | $333K | Sell |
|
|||||
|
2022
Q1 | $501K | Sell |
|
|||||
|
2021
Q4 | $621K | Sell |
|
|||||
|
2021
Q3 | $633K | Sell |
|
|||||
|
2021
Q2 | $712K | Buy |
|
|||||
|
2021
Q1 | $659K | Sell |
|
|||||
|
2020
Q4 | $726K | Buy |
|
|||||
|
2020
Q3 | $46K | Sell |
|
|||||
|
2020
Q2 | $722K | Sell |
|
|||||
|
2020
Q1 | $756K | Buy |
|
|||||
|
2019
Q4 | $739K | Buy |
|
|||||
|
2019
Q3 | $626K | Buy |
|