Stephens Consulting’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 | $128K | Buy |
|
|||||
|
2025
Q2 | $72.2K | Buy |
|
|||||
|
2025
Q1 | $71.1K | Hold |
|
|||||
|
2024
Q4 | $69.7K | Sell |
|
|||||
|
2024
Q3 | $74.2K | Hold |
|
|||||
|
2024
Q2 | $71.2K | Buy |
|
|||||
|
2024
Q1 | $31.9K | Hold |
|
|||||
|
2023
Q4 | $32.4K | Hold |
|
|||||
|
2023
Q3 | $30.7K | Hold |
|
|||||
|
2023
Q2 | $32K | Buy |
|
|||||
|
2023
Q1 | $21.3K | Hold |
|
|||||
|
2022
Q4 | $20.8K | Hold |
|
|||||
|
2022
Q3 | $20.6K | Buy |
|