Tempus Wealth Planning’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 | $8.46M | Buy |
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|
2025
Q1 | $8.07M | Buy |
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|
2024
Q4 | $6.66M | Buy |
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|
2024
Q3 | $6.39M | Buy |
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|
2024
Q2 | $5.81M | Buy |
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|
2024
Q1 | $5.38M | Buy |
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|
2023
Q4 | $4.49M | Buy |
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|
2023
Q3 | $3.81M | Sell |
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|
2023
Q2 | $4.28M | Buy |
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|
2023
Q1 | $4.02M | Buy |
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $485K | Buy |
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