AFG
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Albion Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Albion Financial Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-526
Closed -$12K – 528
2024
Q2 		$12K Hold
526
– – ﹤0.01% 319
2024
Q1 		$12.1K Hold
526
– – ﹤0.01% 306
2023
Q4 		$12.3K Hold
526
– – ﹤0.01% 297
2023
Q3 		$11.6K Hold
526
– – ﹤0.01% 289
2023
Q2 		$12.1K Hold
526
– – ﹤0.01% 300
2023
Q1 		$12.3K Hold
526
– – ﹤0.01% 296
2022
Q4 		$12K Hold
526
– – ﹤0.01% 294
2022
Q3 		$12K Hold
526
– – ﹤0.01% 302
2022
Q2 		$13K Hold
526
– – ﹤0.01% 304
2022
Q1 		$13K Hold
526
– – ﹤0.01% 348
2021
Q4 		$14K Hold
526
– – ﹤0.01% 387
2021
Q3 		$14K Hold
526
– – ﹤0.01% 347
2021
Q2 		$14K Buy
+526
New +$14.3K ﹤0.01% 354
2020
Q4 		$33K Buy
+1,170
New +$32.7K ﹤0.01% 275

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