RBA Wealth Management’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 | $410K | Buy |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $898K | Sell |
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|
2019
Q3 | $975K | Buy |
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|
2019
Q2 | $876K | Buy |
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|
2019
Q1 | $809K | Buy |
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