Truist 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
Q2
$502K Buy
2025
Q1
$499K Buy
2024
Q4
$477K Sell
2024
Q3
$539K Buy
2024
Q2
$509K Sell
2024
Q1
$519K Sell
2023
Q4
$745K Buy
2023
Q3
$692K Sell
2023
Q2
$735K Sell
2023
Q1
$936K Sell
2022
Q4
$1.38M Sell
2022
Q3
$1.48M Sell
2022
Q2
$1.66M Sell
2022
Q1
$1.87M Sell
2021
Q4
$2.11M Buy
2021
Q3
$1.33M Buy
2021
Q2
$1.3M Sell
2021
Q1
$1.33M Buy
2020
Q4
$1.36M Sell
2020
Q3
$1.77M Buy
2020
Q2
$1.12M Buy