W.H. Cornerstone 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
2024
Q3
Sell
2024
Q2
$533K Sell
2024
Q1
$822K Sell
2023
Q4
$1.24M Sell
2023
Q3
$2.22M Sell
2023
Q2
$2.36M Buy
2023
Q1
$1.99M Buy
2022
Q4
$1.72M Sell
2022
Q3
$1.67M Buy