Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $100M | Sell |
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|
2023
Q3 | $102M | Sell |
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|
2023
Q2 | $111M | Sell |
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|
2023
Q1 | $115M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $155M | Buy |
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|
2021
Q3 | $124M | Buy |
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|
2021
Q2 | $72M | Buy |
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|
2021
Q1 | $35.8M | Buy |
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|
2020
Q4 | $18.4M | Buy |
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|
2020
Q3 | $5.91M | Buy |
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|
2020
Q2 | $2.75M | Buy |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $2.52M | Buy |
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|
2019
Q3 | $2.16M | Buy |
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|
2019
Q2 | $1.62M | Buy |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $996K | Buy |
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|
2018
Q3 | $981K | Buy |
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|
2018
Q2 | $678K | Buy |
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|
2018
Q1 | $353K | Buy |
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