Townsend Asset 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
Q3 | $54.6K | Sell |
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|
2025
Q2 | $65.8K | Buy |
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2025
Q1 | $61.1K | Buy |
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|
2024
Q4 | $59.5K | Buy |
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|
2024
Q3 | $61.6K | Sell |
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|
2024
Q2 | $68.5K | Sell |
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|
2024
Q1 | $86.9K | Sell |
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|
2023
Q4 | $91.5K | Buy |
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|
2023
Q3 | $86K | Sell |
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|
2023
Q2 | $92.6K | Sell |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $109K | Buy |
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|
2022
Q3 | $89K | Buy |
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|
2022
Q2 | $93K | Buy |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $106K | Buy |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | $104K | Buy |
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|
2020
Q4 | $108K | Sell |
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|
2020
Q3 | $111K | Buy |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $115K | Buy |
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