American Capital Advisory’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
$13K Sell
2025
Q2
$341K Hold
2025
Q1
$339K Sell
2024
Q4
$354K Sell
2024
Q3
$467K Sell
2024
Q2
$458K Sell
2024
Q1
$473K Buy
2023
Q4
$458K Buy