Addison Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16K | Hold |
50
| – | – | ﹤0.01% | 810 |
|
|
2025
Q1 | $1.16K | Hold |
50
| – | – | ﹤0.01% | 775 |
|
|
2024
Q4 | $1.14K | Hold |
50
| – | – | ﹤0.01% | 781 |
|
|
2024
Q3 | $1.19K | Hold |
50
| – | – | ﹤0.01% | 765 |
|
|
2024
Q2 | $1.14K | Hold |
50
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $1.15K | Hold |
50
| – | – | ﹤0.01% | 640 |
|
|
2023
Q4 | $1.17K | Hold |
50
| – | – | ﹤0.01% | 651 |
|
|
2023
Q3 | $1.11K | Hold |
50
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $1.15K | Hold |
50
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $1.17K | Hold |
50
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $1.14K | Hold |
50
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 642 |
|