Tompkins 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 | $1.13K | Hold |
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|
2025
Q2 | $1.12K | Hold |
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2025
Q1 | $1.11K | Hold |
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|
2024
Q4 | $1.09K | Hold |
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|
2024
Q3 | $1.14K | Hold |
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|
2024
Q2 | $1.09K | Hold |
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|
2024
Q1 | $1.1K | Hold |
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|
2023
Q4 | $1.12K | Hold |
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|
2023
Q3 | $1.06K | Hold |
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|
2023
Q2 | $1.11K | Hold |
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|
2023
Q1 | $1.13K | Hold |
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|
2022
Q4 | $1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3K | Buy |
|