Quantum Capital Management (New Jersey)’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 | $241K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $499K | Sell |
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|
2019
Q3 | $541K | Sell |
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|
2019
Q2 | $548K | Buy |
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|
2019
Q1 | $532K | Buy |
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|
2018
Q4 | $519K | Sell |
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|
2018
Q3 | $543K | Buy |
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|
2018
Q2 | $543K | Sell |
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|
2018
Q1 | $549K | Buy |
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|
2017
Q4 | $522K | Sell |
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|
2017
Q3 | $553K | Buy |
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|
2017
Q2 | $542K | Buy |
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|
2017
Q1 | $517K | Buy |
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|
2016
Q4 | $485K | Sell |
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|
2016
Q3 | $521K | Sell |
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|
2016
Q2 | $558K | Sell |
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|
2016
Q1 | $557K | Buy |
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|
2015
Q4 | $542K | Sell |
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|
2015
Q3 | $565K | Buy |
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|
2015
Q2 | $528K | Buy |
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|
2015
Q1 | $462K | Buy |
|