Sheets Smith Wealth 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 | – | Sell |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $3.04M | Sell |
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|
2020
Q4 | $3.41M | Sell |
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|
2020
Q3 | $6.12M | Sell |
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|
2020
Q2 | $6.39M | Buy |
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|
2020
Q1 | $6.1M | Buy |
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|
2019
Q4 | $544K | Buy |
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|
2019
Q3 | $486K | Buy |
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|
2019
Q2 | $426K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $503K | Buy |
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|
2017
Q4 | $391K | Buy |
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