Toth Financial Advisory’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 | $94.9K | Hold |
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|
2025
Q2 | $94K | Sell |
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|
2025
Q1 | $139K | Hold |
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|
2024
Q4 | $137K | Sell |
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|
2024
Q3 | $158K | Sell |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $160K | Hold |
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|
2023
Q4 | $162K | Hold |
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|
2023
Q3 | $154K | Buy |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $161K | Sell |
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|
2022
Q4 | $162K | Sell |
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|
2022
Q3 | $161K | Sell |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $315K | Sell |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $705K | Buy |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $537K | Sell |
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|
2020
Q1 | $522K | Sell |
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|
2019
Q4 | $546K | Buy |
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|
2019
Q3 | $528K | Buy |
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|
2019
Q2 | $513K | Buy |
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|
2019
Q1 | $481K | Buy |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $402K | Buy |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $289K | Buy |
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|
2017
Q4 | $281K | Buy |
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