Aletheian Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Sell |
36,180
-4
| -0% | -$93 | 0.41% | 45 |
|
|
2025
Q1 | $838K | Buy |
36,184
+1
| +0% | +$23 | 0.47% | 43 |
|
|
2024
Q4 | $821K | Buy |
36,183
+1
| +0% | +$23 | 0.49% | 42 |
|
|
2024
Q3 | $860K | Sell |
36,182
-2
| -0% | -$48 | 0.5% | 39 |
|
|
2024
Q2 | $825K | Hold |
36,184
| – | – | 0.43% | 55 |
|
|
2024
Q1 | $832K | Hold |
36,184
| – | – | 0.45% | 55 |
|
|
2023
Q4 | $843K | Sell |
36,184
-2,948
| -8% | -$68.7K | 0.56% | 45 |
|
|
2023
Q3 | $865K | Sell |
39,132
-4,760
| -11% | -$105K | 0.66% | 40 |
|
|
2023
Q2 | $1.01M | Buy |
+43,892
| New | +$1.01M | 0.69% | 37 |
|
|
2022
Q3 | – | Sell |
-16,964
| Closed | -$406K | – | 56 |
|
|
2022
Q2 | $406K | Buy |
+16,964
| New | +$406K | 0.41% | 40 |
|