Steward Partners Investment Advisory’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
Q2 | $109K | Buy |
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|
2025
Q1 | $77.9K | Hold |
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|
2024
Q4 | $76.3K | Hold |
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|
2024
Q3 | $79.9K | Sell |
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|
2024
Q2 | $77.4K | Sell |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $117K | Sell |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $118K | Sell |
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|
2022
Q3 | $134K | Hold |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $493K | Hold |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $145K | Buy |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $75K | Buy |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $3K | Buy |
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