Total Investment Management’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 | $142K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $658K | Sell |
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|
2021
Q2 | $776K | Sell |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $995K | Sell |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $901K | Buy |
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|
2020
Q1 | $780K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $18.4M | Buy |
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|
2019
Q2 | $17.7M | Buy |
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|
2019
Q1 | $15.7M | Sell |
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|
2018
Q4 | $17.2M | Sell |
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|
2018
Q3 | $30.9M | Buy |
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|
2018
Q2 | $30.6M | Buy |
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|
2018
Q1 | $29.5M | Buy |
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|
2017
Q4 | $29.4M | Sell |
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|
2017
Q3 | $29.6M | Buy |
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|
2017
Q2 | $27.8M | Sell |
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|
2017
Q1 | $27.8M | Sell |
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|
2016
Q4 | $28.8M | Buy |
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