Pure Financial 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 | $448K | Hold |
|
|||||
|
2025
Q2 | $443K | Sell |
|
|||||
|
2025
Q1 | $553K | Hold |
|
|||||
|
2024
Q4 | $542K | Buy |
|
|||||
|
2024
Q3 | $515K | Sell |
|
|||||
|
2024
Q2 | $505K | Buy |
|
|||||
|
2024
Q1 | $495K | Sell |
|
|||||
|
2023
Q4 | $503K | Sell |
|
|||||
|
2023
Q3 | $597K | Buy |
|
|||||
|
2023
Q2 | $617K | Buy |
|
|||||
|
2023
Q1 | $620K | Buy |
|
|||||
|
2022
Q4 | $601K | Sell |
|
|||||
|
2022
Q3 | $969K | Buy |
|
|||||
|
2022
Q2 | $996K | Buy |
|
|||||
|
2022
Q1 | $1M | Buy |
|
|||||
|
2021
Q4 | $674K | Sell |
|
|||||
|
2021
Q3 | $725K | Buy |
|
|||||
|
2021
Q2 | $725K | Sell |
|
|||||
|
2021
Q1 | $720K | Sell |
|
|||||
|
2020
Q4 | $750K | Buy |
|
|||||
|
2020
Q3 | $724K | Buy |
|
|||||
|
2020
Q2 | $719K | Sell |
|
|||||
|
2020
Q1 | $721K | Sell |
|
|||||
|
2019
Q4 | $1.42M | Sell |
|
|||||
|
2019
Q3 | $1.68M | Sell |
|
|||||
|
2019
Q2 | $1.65M | Buy |
|
|||||
|
2019
Q1 | $1.54M | Buy |
|
|||||
|
2018
Q4 | $1.14M | Sell |
|
|||||
|
2018
Q3 | $1.46M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $1.06M | Buy |
|
|||||
|
2017
Q2 | $1.01M | Buy |
|
|||||
|
2017
Q1 | $875K | Buy |
|
|||||
|
2016
Q4 | $816K | Buy |
|
|||||
|
2016
Q3 | $768K | Buy |
|
|||||
|
2016
Q2 | $332K | Sell |
|
|||||
|
2016
Q1 | $407K | Buy |
|
|||||
|
2015
Q4 | $387K | Buy |
|
|||||
|
2015
Q3 | $210K | Sell |
|
|||||
|
2015
Q2 | $367K | Sell |
|
|||||
|
2015
Q1 | $447K | Buy |
|
|||||
|
2014
Q4 | $408K | Buy |
|
|||||
|
2014
Q3 | $244K | Sell |
|
|||||
|
2014
Q2 | $372K | Sell |
|
|||||
|
2014
Q1 | $379K | Buy |
|
|||||
|
2013
Q4 | $354K | Buy |
|
|||||
|
2013
Q3 | $258K | Buy |
|