Stratos Wealth Partners’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
Q4 | $247K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $236K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $328K | Buy |
|
|||||
|
2020
Q3 | $317K | Sell |
|
|||||
|
2020
Q2 | $334K | Sell |
|
|||||
|
2020
Q1 | $3.36M | Buy |
|
|||||
|
2019
Q4 | $2.95M | Buy |
|
|||||
|
2019
Q3 | $2.82M | Buy |
|
|||||
|
2019
Q2 | $2.58M | Buy |
|
|||||
|
2019
Q1 | $2.33M | Buy |
|
|||||
|
2018
Q4 | $275K | Buy |
|
|||||
|
2018
Q3 | $272K | Buy |
|
|||||
|
2018
Q2 | $271K | Sell |
|
|||||
|
2018
Q1 | $343K | Sell |
|
|||||
|
2017
Q4 | $380K | Buy |
|
|||||
|
2017
Q3 | $357K | Buy |
|
|||||
|
2017
Q2 | $355K | Sell |
|
|||||
|
2017
Q1 | $361K | Sell |
|
|||||
|
2016
Q4 | $374K | Buy |
|
|||||
|
2016
Q3 | $340K | Buy |
|
|||||
|
2016
Q2 | $309K | Buy |
|