Advisory Alpha’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 | $739K | Buy |
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|
2025
Q2 | $637K | Buy |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $51.8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.81M | Buy |
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|
2018
Q2 | $3.57M | Buy |
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|
2018
Q1 | $3.19M | Buy |
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|
2017
Q4 | $2.58M | Buy |
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|
2017
Q3 | $1.18M | Buy |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $938K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $349K | Buy |
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|
2016
Q2 | $30K | Buy |
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