Tradition Wealth 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 | $5.07M | Sell |
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|
2025
Q1 | $5.2M | Buy |
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|
2024
Q4 | $4.99M | Buy |
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|
2024
Q3 | $4.5M | Buy |
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|
2024
Q2 | $4.25M | Sell |
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|
2024
Q1 | $4.33M | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $138K | Hold |
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|
2022
Q3 | $137K | Sell |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $184K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $532K | Sell |
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|
2021
Q1 | $6.83M | Buy |
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|
2020
Q4 | $7.1M | Buy |
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