Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $134K | Buy |
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|
2025
Q2 | $128K | Sell |
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|
2025
Q1 | $154K | Buy |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $187K | Sell |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $855K | Buy |
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|
2021
Q2 | $847K | Sell |
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|
2021
Q1 | $3.68M | Buy |
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