Sunbelt Securities’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 |
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|
2025
Q2 | $726 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $727 | Hold |
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|
2024
Q3 | $760 | Hold |
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|
2024
Q2 | $729 | Hold |
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|
2024
Q1 | $736 | Hold |
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|
2023
Q4 | $746 | Hold |
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|
2023
Q3 | $708 | Hold |
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|
2023
Q2 | $739 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $359K | Buy |
|