SevenOneSeven Capital 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
2023
Q4
$249K Sell
2023
Q3
$2.64M Buy
2023
Q2
$2.7M Sell
2023
Q1
$2.82M Buy
2022
Q4
$1.63M Sell
2022
Q3
$1.72M Buy
2022
Q2
$1.67M Buy
2022
Q1
$1.68M Buy
2021
Q4
$1.78M Buy
2021
Q3
$1.23M Buy
2021
Q2
$1.19M Buy