WNY 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
Q1 | – | Sell |
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|
2024
Q4 | $205K | Sell |
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2024
Q3 | $220K | Sell |
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2024
Q2 | $287K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $745K | Sell |
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|
2022
Q2 | $888K | Sell |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $2.54M | Sell |
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|
2021
Q3 | $2.69M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $3.49M | Sell |
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|
2020
Q4 | $16.6M | Buy |
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