Summit Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Hold |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $382K | Hold |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $668K | Sell |
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|
2018
Q3 | $9.93M | Sell |
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|
2018
Q2 | $13.4M | Sell |
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|
2018
Q1 | $13.8M | Buy |
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|
2017
Q4 | $13.2M | Buy |
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|
2017
Q3 | $12.8M | Buy |
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|
2017
Q2 | $12.4M | Sell |
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|
2017
Q1 | $12.5M | Sell |
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|
2016
Q4 | $12.6M | Buy |
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|
2016
Q3 | $8.7M | Buy |
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|
2016
Q2 | $7.24M | Buy |
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|
2016
Q1 | $7.03M | Buy |
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|
2015
Q4 | $6.39M | Buy |
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|
2015
Q3 | $2.98M | Buy |
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|
2015
Q2 | $2.94M | Buy |
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|
2015
Q1 | $1.73M | Buy |
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|
2014
Q4 | $1.59M | Buy |
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