Zhang Financial’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 | $2.51M | Buy |
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|
2025
Q2 | $2.26M | Buy |
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2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $854K | Sell |
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|
2024
Q3 | $927K | Buy |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $851K | Sell |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.67M | Sell |
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|
2022
Q3 | $3.32M | Buy |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $968K | Buy |
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|
2021
Q2 | $947K | Buy |
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|
2021
Q1 | $735K | Buy |
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|
2020
Q4 | $696K | Sell |
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|
2020
Q3 | $767K | Hold |
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|
2020
Q2 | $769K | Sell |
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|
2020
Q1 | $783K | Sell |
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|
2019
Q4 | $837K | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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