Western Wealth 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 | $256K | Sell |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $688K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $427K | Sell |
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|
2020
Q3 | $435K | Hold |
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|
2020
Q2 | $436K | Hold |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $451K | Sell |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $461K | Buy |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $403K | Buy |
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