Theory Financial’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 | $28.6M | Buy |
|
|||||
|
2025
Q2 | $26.6M | Sell |
|
|||||
|
2025
Q1 | $27.1M | Sell |
|
|||||
|
2024
Q4 | $30.1M | Sell |
|
|||||
|
2024
Q3 | $28.9M | Buy |
|
|||||
|
2024
Q2 | $26.9M | Buy |
|
|||||
|
2024
Q1 | $26.6M | Sell |
|
|||||
|
2023
Q4 | $27.2M | Sell |
|
|||||
|
2023
Q3 | $25.9M | Buy |
|
|||||
|
2023
Q2 | $25.9M | Buy |
|
|||||
|
2023
Q1 | $25.8M | Buy |
|
|||||
|
2022
Q4 | $22.6M | Buy |
|
|||||
|
2022
Q2 | $22M | Buy |
|