ACA
Affinity Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Sell |
397,275
-6,586
| -2% | -$153K | 1.59% | 15 |
|
|
2025
Q1 | $9.18M | Buy |
403,861
+125,628
| +45% | +$2.85M | 1.82% | 12 |
|
|
2024
Q4 | $6.29M | Buy |
278,233
+175,222
| +170% | +$3.96M | 1.18% | 19 |
|
|
2024
Q3 | $4.9M | Sell |
103,011
-5,042
| -5% | -$240K | 0.95% | 22 |
|
|
2024
Q2 | $4.93M | Sell |
108,053
-24,371
| -18% | -$1.11M | 1.03% | 22 |
|
|
2024
Q1 | $6.09M | Buy |
132,424
+41,992
| +46% | +$1.93M | 1.36% | 16 |
|
|
2023
Q4 | $4.22M | Buy |
+90,432
| New | +$4.22M | 1.03% | 23 |
|