Aletheian Wealth Advisors’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
Q2 | $841K | Sell |
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|
2025
Q1 | $838K | Buy |
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|
2024
Q4 | $821K | Buy |
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|
2024
Q3 | $860K | Sell |
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|
2024
Q2 | $825K | Hold |
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|
2024
Q1 | $832K | Hold |
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|
2023
Q4 | $843K | Sell |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $406K | Buy |
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