Salem Investment Counselors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Buy |
2,076
+72
| +4% | +$1.67K | ﹤0.01% | 591 |
|
|
2025
Q1 | $46.4K | Sell |
2,004
-52
| -3% | -$1.2K | ﹤0.01% | 585 |
|
|
2024
Q4 | $46.7K | Buy |
2,056
+22
| +1% | +$499 | ﹤0.01% | 589 |
|
|
2024
Q3 | $48.3K | Buy |
2,034
+116
| +6% | +$2.76K | ﹤0.01% | 586 |
|
|
2024
Q2 | $43.7K | Sell |
1,918
-2
| -0.1% | -$46 | ﹤0.01% | 587 |
|
|
2024
Q1 | $44.2K | Buy |
1,920
+44
| +2% | +$1.01K | ﹤0.01% | 578 |
|
|
2023
Q4 | $43.7K | Buy |
1,876
+26
| +1% | +$606 | ﹤0.01% | 563 |
|
|
2023
Q3 | $40.9K | Sell |
1,850
-354
| -16% | -$7.83K | ﹤0.01% | 553 |
|
|
2023
Q2 | $50.9K | Buy |
2,204
+346
| +19% | +$7.99K | ﹤0.01% | 516 |
|
|
2023
Q1 | $43.6K | Buy |
1,858
+38
| +2% | +$891 | ﹤0.01% | 551 |
|
|
2022
Q4 | $41.5K | Sell |
1,820
-118
| -6% | -$2.69K | ﹤0.01% | 548 |
|
|
2022
Q3 | $44K | Buy |
1,938
+26
| +1% | +$590 | ﹤0.01% | 499 |
|
|
2022
Q2 | $46K | Buy |
1,912
+120
| +7% | +$2.89K | ﹤0.01% | 519 |
|
|
2022
Q1 | $45K | Buy |
1,792
+24
| +1% | +$603 | ﹤0.01% | 528 |
|
|
2021
Q4 | $48K | Buy |
1,768
+30
| +2% | +$814 | ﹤0.01% | 569 |
|
|
2021
Q3 | $47K | Buy |
1,738
+26
| +2% | +$703 | ﹤0.01% | 508 |
|
|
2021
Q2 | $47K | Buy |
1,712
+1,584
| +1,238% | +$43.5K | ﹤0.01% | 492 |
|
|
2021
Q1 | $3K | Hold |
128
| – | – | ﹤0.01% | 789 |
|
|
2020
Q4 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 718 |
|