Robertson Stephens 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 | $4.88M | Sell |
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|
2025
Q1 | $5.44M | Sell |
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|
2024
Q4 | $6.57M | Sell |
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|
2024
Q3 | $8.13M | Sell |
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2024
Q2 | $7.95M | Buy |
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|
2024
Q1 | $6.82M | Buy |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $353K | Sell |
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|
2020
Q3 | $433K | Hold |
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|
2020
Q2 | $435K | Buy |
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