Summit Financial Strategies’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 | $11.1M | Sell |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $4.62M | Sell |
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|
2024
Q2 | $4.58M | Sell |
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|
2024
Q1 | $4.83M | Buy |
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|
2023
Q4 | $4.79M | Buy |
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|
2023
Q3 | $4.19M | Sell |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $4.44M | Sell |
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $4.86M | Sell |
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|
2022
Q2 | $5.16M | Sell |
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|
2022
Q1 | $5.96M | Sell |
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|
2021
Q4 | $6.53M | Buy |
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|
2021
Q3 | $6.44M | Buy |
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|
2021
Q2 | $6.35M | Buy |
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|
2021
Q1 | $5.31M | Buy |
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|
2020
Q4 | $4.97M | Buy |
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|
2020
Q3 | $4.83M | Buy |
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|
2020
Q2 | $4.59M | Buy |
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|
2020
Q1 | $4.31M | Sell |
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|
2019
Q4 | $4.54M | Buy |
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|
2019
Q3 | $4.45M | Buy |
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|
2019
Q2 | $4.29M | Buy |
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|
2019
Q1 | $3.97M | Buy |
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|
2018
Q4 | $3.86M | Buy |
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|
2018
Q3 | $3.55M | Sell |
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|
2018
Q2 | $3.63M | Buy |
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|
2018
Q1 | $3.41M | Buy |
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|
2017
Q4 | $3.22M | Buy |
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|
2017
Q3 | $3.03M | Buy |
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|
2017
Q2 | $2.85M | Sell |
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|
2017
Q1 | $2.85M | Buy |
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|
2016
Q4 | $2.71M | Sell |
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|
2016
Q3 | $2.82M | Buy |
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|
2016
Q2 | $2.76M | Buy |
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|
2016
Q1 | $2.62M | Buy |
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|
2015
Q4 | $2.54M | Buy |
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|
2015
Q3 | $2.5M | Sell |
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|
2015
Q2 | $2.5M | Sell |
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|
2015
Q1 | $2.58M | Buy |
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|
2014
Q4 | $2.45M | Buy |
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