VERITY Wealth Advisors’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 | $842K | Sell |
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|
2025
Q2 | $908K | Buy |
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|
2025
Q1 | $888K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $4.08M | Sell |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $5.3M | Sell |
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|
2021
Q4 | $6.8M | Buy |
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|
2021
Q3 | $6.32M | Sell |
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|
2021
Q2 | $6.59M | Buy |
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|
2021
Q1 | $6.21M | Buy |
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|
2020
Q4 | $6.45M | Sell |
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|
2020
Q3 | $6.57M | Sell |
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|
2020
Q2 | $6.63M | Sell |
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|
2020
Q1 | $7.15M | Sell |
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|
2019
Q4 | $10M | Buy |
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|
2019
Q3 | $9.84M | Sell |
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|
2019
Q2 | $9.79M | Buy |
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|
2019
Q1 | $5.79M | Buy |
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|
2018
Q4 | $3.17M | Buy |
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