Sterling Investment 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 | $1.5M | Sell |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $608K | Hold |
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|
2022
Q1 | $642K | Hold |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $503K | Hold |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $365K | Buy |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $264K | Hold |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $4.12M | Sell |
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|
2018
Q3 | $5.09M | Buy |
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|
2018
Q2 | $5.1M | Buy |
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