ProVise Management Group’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 | $1.75M | Buy |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $3.65M | Sell |
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|
2023
Q4 | $5.11M | Buy |
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|
2023
Q3 | $4.63M | Sell |
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|
2023
Q2 | $4.84M | Buy |
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|
2023
Q1 | $4.88M | Sell |
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|
2022
Q4 | $4.75M | Sell |
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|
2022
Q3 | $5.83M | Sell |
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|
2022
Q2 | $7.37M | Sell |
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|
2022
Q1 | $9.15M | Sell |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $8.96M | Buy |
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|
2020
Q4 | $9.13M | Buy |
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|
2020
Q3 | $8.08M | Buy |
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|
2020
Q2 | $5.09M | Buy |
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|
2020
Q1 | $4.56M | Sell |
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|
2019
Q4 | $4.7M | Buy |
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|
2019
Q3 | $4.32M | Sell |
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|
2019
Q2 | $4.36M | Buy |
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|
2019
Q1 | $3.66M | Buy |
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|
2018
Q4 | $2.66M | Buy |
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|
2018
Q3 | $2.56M | Buy |
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|
2018
Q2 | $2.45K | Buy |
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|
2018
Q1 | $2.41M | Sell |
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|
2017
Q4 | $2.81M | Buy |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $2.45M | Sell |
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|
2017
Q1 | $2.47M | Buy |
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|
2016
Q4 | $2.38M | Buy |
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|
2016
Q3 | $2.46M | Sell |
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|
2016
Q2 | $5.31M | Buy |
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|
2016
Q1 | $1.7M | Buy |
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|
2015
Q4 | $1.64M | Sell |
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|
2015
Q3 | $1.72M | Sell |
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|
2015
Q2 | $2.13M | Buy |
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|
2015
Q1 | $1.96M | Sell |
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|
2014
Q4 | $2.12M | Buy |
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|
2014
Q3 | $1.4M | Buy |
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|
2014
Q2 | $1.36M | Buy |
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|
2014
Q1 | $1.12M | Buy |
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|
2013
Q4 | $742K | Buy |
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|
2013
Q3 | $284K | Buy |
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|
2013
Q2 | $225K | Buy |
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