Advisornet 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 | $151K | Buy |
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|
2025
Q2 | $145K | Buy |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $108K | Sell |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $3.24M | Sell |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $3.54M | Buy |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $2.59M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.86M | Sell |
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|
2022
Q1 | $5.09M | Buy |
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|
2021
Q4 | $5.23M | Sell |
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|
2021
Q3 | $6.01M | Sell |
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|
2021
Q2 | $6.21M | Sell |
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|
2021
Q1 | $6.53M | Buy |
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|
2020
Q4 | $6.41M | Sell |
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|
2020
Q3 | $6.43M | Sell |
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|
2020
Q2 | $7.61M | Buy |
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|
2020
Q1 | $5.85M | Buy |
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|
2019
Q4 | $5.44M | Buy |
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|
2019
Q3 | $5.3M | Buy |
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|
2019
Q2 | $4.93M | Buy |
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|
2019
Q1 | $4.26M | Sell |
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|
2018
Q4 | $4.32M | Sell |
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|
2018
Q3 | $4.79M | Sell |
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|
2018
Q2 | $4.95M | Buy |
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|
2018
Q1 | $4M | Buy |
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|
2017
Q4 | $2.34M | Buy |
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