Walker Financial Services’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 | $365K | Sell |
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|
2025
Q2 | $399K | Buy |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $464K | Hold |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $755K | Buy |
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