Stifel Financial’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 | – | Sell |
|
|||||
|
2025
Q2 | $279K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $781K | Buy |
|
|||||
|
2024
Q3 | $713K | Sell |
|
|||||
|
2024
Q2 | $1.43M | Buy |
|
|||||
|
2024
Q1 | $551K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $221K | Buy |
|
|||||
|
2020
Q3 | $203K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $341K | Buy |
|