Valley Forge Investment Consultants’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 | $883K | Sell |
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|
2025
Q2 | $981K | Buy |
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|
2025
Q1 | $960K | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $2.74M | Sell |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $2.88M | Buy |
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|
2020
Q4 | $2.19M | Buy |
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