Red Tortoise LLC’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 | $3.01M | Buy |
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|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $999K | Buy |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $494K | Buy |
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