Wealth Enhancement Advisory 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
Q2 | $82.5M | Sell |
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|
2025
Q1 | $85.5M | Buy |
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|
2024
Q4 | $78M | Sell |
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|
2024
Q3 | $82.3M | Sell |
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|
2024
Q2 | $80.7M | Sell |
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|
2024
Q1 | $85.4M | Sell |
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|
2023
Q4 | $98.7M | Sell |
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|
2023
Q3 | $105M | Buy |
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|
2023
Q2 | $74.2M | Sell |
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|
2023
Q1 | $95.8M | Sell |
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|
2022
Q4 | $279M | Sell |
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|
2022
Q3 | $289M | Buy |
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|
2022
Q2 | $301M | Buy |
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|
2022
Q1 | $297M | Buy |
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|
2021
Q4 | $292M | Buy |
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|
2021
Q3 | $282M | Buy |
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|
2021
Q2 | $265M | Buy |
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|
2021
Q1 | $243M | Buy |
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|
2020
Q4 | $218M | Buy |
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|
2020
Q3 | $196M | Buy |
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|
2020
Q2 | $165M | Buy |
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|
2020
Q1 | $142M | Sell |
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|
2019
Q4 | $148M | Buy |
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|
2019
Q3 | $136M | Buy |
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|
2019
Q2 | $126M | Buy |
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|
2019
Q1 | $98M | Sell |
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|
2018
Q4 | $105M | Sell |
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|
2018
Q3 | $124M | Buy |
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|
2018
Q2 | $118M | Buy |
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|
2018
Q1 | $109M | Buy |
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|
2017
Q4 | $90.5M | Buy |
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|
2017
Q3 | $78.5M | Buy |
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|
2017
Q2 | $72.4M | Buy |
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|
2017
Q1 | $59.9M | Buy |
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|
2016
Q4 | $52.8M | Buy |
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|
2016
Q3 | $42.8M | Buy |
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|
2016
Q2 | $32.7M | Buy |
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|
2016
Q1 | $28.5M | Buy |
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|
2015
Q4 | $23.2M | Buy |
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|
2015
Q3 | $19.4M | Buy |
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|
2015
Q2 | $15.7M | Buy |
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|
2015
Q1 | $13.8M | Buy |
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|
2014
Q4 | $11.6M | Buy |
|