TF
Tompkins Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12K | Hold |
48
| – | – | ﹤0.01% | 517 |
|
|
2025
Q1 | $1.11K | Hold |
48
| – | – | ﹤0.01% | 535 |
|
|
2024
Q4 | $1.09K | Buy |
48
+24
| +100% | +$545 | ﹤0.01% | 502 |
|
|
2024
Q3 | $1.14K | Hold |
24
| – | – | ﹤0.01% | 547 |
|
|
2024
Q2 | $1.09K | Hold |
24
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $1.1K | Hold |
24
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $1.12K | Hold |
24
| – | – | ﹤0.01% | 608 |
|
|
2023
Q3 | $1.06K | Hold |
24
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $1.11K | Hold |
24
| – | – | ﹤0.01% | 575 |
|
|
2023
Q1 | $1.13K | Hold |
24
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 599 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$3K | – | 392 |
|
|
2021
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 365 |
|