Vaughan David Investments’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 | $242K | Buy |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $604K | Sell |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $696K | Sell |
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|
2022
Q1 | $736K | Hold |
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|
2021
Q4 | $784K | Sell |
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|
2021
Q3 | $907K | Hold |
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|
2021
Q2 | $913K | Sell |
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|
2021
Q1 | $937K | Buy |
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|
2020
Q4 | $944K | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.94M | Sell |
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|
2019
Q2 | $2.46M | Sell |
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|
2019
Q1 | $2.59M | Buy |
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|
2018
Q4 | $2.21M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $380K | Buy |
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