Zacks Investment 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 | $446K | Sell |
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2025
Q1 | $451K | Sell |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $387K | Buy |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $501K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $567K | Buy |
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