Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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2022
Q2 | $3.52M | Sell |
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2022
Q1 | $46.4M | Sell |
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|
2021
Q4 | $71.2M | Buy |
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|
2021
Q3 | $65.4M | Buy |
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|
2021
Q2 | $61.4M | Buy |
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|
2021
Q1 | $54.9M | Buy |
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|
2020
Q4 | $55.2M | Buy |
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|
2020
Q3 | $53M | Buy |
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|
2020
Q2 | $51M | Buy |
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|
2020
Q1 | $47.9M | Sell |
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|
2019
Q4 | $53.6M | Sell |
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|
2019
Q3 | $59.1M | Sell |
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|
2019
Q2 | $70.8M | Buy |
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|
2019
Q1 | $65.3M | Buy |
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|
2018
Q4 | $60.6M | Sell |
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|
2018
Q3 | $75.6M | Buy |
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|
2018
Q2 | $69.7M | Buy |
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|
2018
Q1 | $59.3M | Buy |
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|
2017
Q4 | $59.2M | Buy |
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|
2017
Q3 | $59.5M | Sell |
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|
2017
Q2 | $61.3M | Sell |
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|
2017
Q1 | $62.1M | Buy |
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|
2016
Q4 | $56.1M | Buy |
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|
2016
Q3 | $55.4M | Buy |
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|
2016
Q2 | $52.9M | Buy |
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|
2016
Q1 | $50.3M | Buy |
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|
2015
Q4 | $46M | Buy |
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|
2015
Q3 | $44.2M | Buy |
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|
2015
Q2 | $38.9M | Buy |
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|
2015
Q1 | $27.5M | Buy |
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|
2014
Q4 | $14M | Sell |
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|
2014
Q3 | $23.7M | Buy |
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