Rockbridge Investment 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 | $172M | Buy |
|
|||||
|
2025
Q1 | $160M | Buy |
|
|||||
|
2024
Q4 | $142M | Buy |
|
|||||
|
2024
Q3 | $135M | Buy |
|
|||||
|
2024
Q2 | $118M | Buy |
|
|||||
|
2024
Q1 | $112M | Buy |
|
|||||
|
2023
Q4 | $104M | Buy |
|
|||||
|
2023
Q3 | $91.8M | Buy |
|
|||||
|
2023
Q2 | $90.8M | Buy |
|
|||||
|
2023
Q1 | $86.2M | Buy |
|
|||||
|
2022
Q4 | $76.5M | Buy |
|
|||||
|
2022
Q3 | $73.2M | Buy |
|
|||||
|
2022
Q2 | $75M | Buy |
|
|||||
|
2022
Q1 | $76M | Buy |
|
|||||
|
2021
Q4 | $75.8M | Buy |
|
|||||
|
2021
Q3 | $68.9M | Buy |
|
|||||
|
2021
Q2 | $62.7M | Buy |
|
|||||
|
2021
Q1 | $53.7M | Buy |
|
|||||
|
2020
Q4 | $47.2M | Buy |
|
|||||
|
2020
Q3 | $40.3M | Buy |
|
|||||
|
2020
Q2 | $31.9M | Buy |
|