Schneider Downs Wealth Management 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
Q2 | $591K | Sell |
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|
2025
Q1 | $604K | Hold |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $6.62M | Sell |
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|
2023
Q4 | $8.13M | Buy |
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|
2023
Q3 | $4.62M | Sell |
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|
2023
Q2 | $4.98M | Buy |
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|
2023
Q1 | $5.03M | Sell |
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|
2022
Q4 | $5.69M | Buy |
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|
2022
Q3 | $883K | Sell |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $911K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.39M | Buy |
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|
2019
Q2 | $2.14M | Buy |
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|
2019
Q1 | $1.74M | Buy |
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|
2018
Q4 | $1.57M | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $2.94M | Buy |
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|
2018
Q1 | $2.57M | Buy |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $781K | Buy |
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|
2016
Q4 | $458K | Buy |
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|
2016
Q3 | $441K | Buy |
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|
2016
Q2 | $350K | Buy |
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