Regal Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $999K | Buy |
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|
2023
Q4 | $1,000K | Buy |
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|
2023
Q3 | $823K | Buy |
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|
2023
Q2 | $798K | Buy |
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $450K | Sell |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $379K | Buy |
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|
2013
Q2 | $0 | Buy |
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