Advisornet Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Advisornet Financial’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$145K	Buy	6,242 +909	+17%	+$21.1K	0.01%	650
2025 Q1	$124K	Buy	5,333 +559	+12%	+$12.9K	0.01%	662
2024 Q4	$108K	Sell	4,774 -137,658	-97%	-$3.12M	0.01%	663
2024 Q3	$3.38M	Buy	142,432 +1,110	+0.8%	+$26.4K	0.25%	95
2024 Q2	$3.22M	Buy	141,322 +312	+0.2%	+$7.11K	0.29%	86
2024 Q1	$3.24M	Sell	141,010 -144	-0.1%	-$3.31K	0.31%	76
2023 Q4	$3.29M	Sell	141,154 -18,760	-12%	-$437K	0.3%	79
2023 Q3	$3.54M	Buy	159,914 +6,764	+4%	+$150K	0.32%	76
2023 Q2	$3.53M	Buy	153,150 +2,102	+1%	+$48.5K	0.3%	87
2023 Q1	$3.54M	Buy	151,048 +37,478	+33%	+$879K	0.32%	81
2022 Q4	$2.59M	Sell	113,570 -6,620	-6%	-$151K	0.26%	93
2022 Q3	$2.72M	Buy	120,190 +746	+0.6%	+$16.9K	0.27%	92
2022 Q2	$2.86M	Sell	119,444 -81,828	-41%	-$1.96M	0.28%	93
2022 Q1	$5.09M	Buy	201,272 +7,242	+4%	+$183K	0.32%	69
2021 Q4	$5.23M	Sell	194,030 -27,658	-12%	-$745K	0.32%	73
2021 Q3	$6.01M	Sell	221,688 -5,620	-2%	-$152K	0.42%	51
2021 Q2	$6.21M	Sell	227,308 -14,918	-6%	-$407K	0.41%	56
2021 Q1	$6.53M	Buy	242,226 +13,534	+6%	+$365K	0.47%	44
2020 Q4	$6.41M	Sell	228,692 -690	-0.3%	-$19.3K	0.52%	40
2020 Q3	$6.43M	Sell	229,382 -41,282	-15%	-$1.16M	0.55%	32
2020 Q2	$7.61M	Buy	270,664 +55,168	+26%	+$1.55M	0.61%	34
2020 Q1	$5.85M	Buy	215,496 +11,988	+6%	+$325K	0.54%	43
2019 Q4	$5.44M	Buy	203,508 +6,696	+3%	+$179K	0.46%	46
2019 Q3	$5.3M	Buy	196,812 +10,876	+6%	+$293K	0.49%	44
2019 Q2	$4.93M	Buy	185,936 +21,858	+13%	+$579K	0.55%	35
2019 Q1	$4.26M	Sell	164,078 -6,700	-4%	-$174K	0.52%	35
2018 Q4	$4.32M	Sell	170,778 -19,998	-10%	-$506K	0.6%	30
2018 Q3	$4.79M	Sell	190,776 -4,682	-2%	-$118K	0.6%	25
2018 Q2	$4.95M	Buy	195,458 +38,784	+25%	+$982K	0.67%	26
2018 Q1	$4M	Buy	156,674 +66,746	+74%	+$1.7M	0.55%	31
2017 Q4	$2.34M	Buy	+89,928	New	+$2.34M	0.36%	61