Acorn Wealth Advisors’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 | $224K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $314K | Sell |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $227K | Buy |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $288K | Sell |
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|
2018
Q1 | $307K | Buy |
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|
2017
Q4 | $314K | Buy |
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