Wakefield Asset Management’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 | $4.37M | Sell |
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|
2025
Q1 | $4.45M | Sell |
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|
2024
Q4 | $4.37M | Sell |
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|
2024
Q3 | $7.15M | Buy |
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|
2024
Q2 | $6.16M | Buy |
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|
2024
Q1 | $5.95M | Buy |
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|
2023
Q4 | $5.8M | Sell |
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|
2023
Q3 | $5.59M | Buy |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $5.45M | Buy |
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|
2022
Q4 | $5.19M | Sell |
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|
2022
Q3 | $5.28M | Sell |
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|
2022
Q2 | $5.91M | Sell |
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|
2022
Q1 | $6.55M | Buy |
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|
2021
Q4 | $6.1M | Buy |
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|
2021
Q3 | $6.12M | Buy |
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|
2021
Q2 | $6.04M | Buy |
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|
2021
Q1 | $5.94M | Buy |
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|
2020
Q4 | $5.63M | Buy |
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|
2020
Q3 | $5.58M | Buy |
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|
2020
Q2 | $4.7M | Sell |
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|
2020
Q1 | $5.2M | Sell |
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|
2019
Q4 | $5.34M | Buy |
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|
2019
Q3 | $4.45M | Sell |
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|
2019
Q2 | $4.39M | Sell |
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|
2019
Q1 | $5.17M | Buy |
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|
2018
Q4 | $4.89M | Buy |
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|
2018
Q3 | $4.23M | Buy |
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