Advisor OS’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 | $5.08M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $4.82M | Buy |
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|
2024
Q2 | $4.61M | Sell |
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|
2024
Q1 | $4.72M | Buy |
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|
2023
Q4 | $4.77M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $17.7M | Sell |
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|
2022
Q3 | $18.1M | Buy |
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|
2022
Q2 | $19.1M | Buy |
|