ALWM
Andrews Lucia Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,390
| Closed | -$246K | – | 28 |
|
|
2024
Q3 | $246K | Hold |
5,390
| – | – | 0.17% | 25 |
|
|
2024
Q2 | $248K | Hold |
5,390
| – | – | 0.17% | 25 |
|
|
2024
Q1 | $248K | Hold |
5,390
| – | – | 0.18% | 24 |
|
|
2023
Q4 | $251K | Hold |
5,390
| – | – | 0.19% | 24 |
|
|
2023
Q3 | $238K | Hold |
5,390
| – | – | 0.21% | 26 |
|
|
2023
Q2 | $249K | Buy |
+5,390
| New | +$249K | 0.21% | 25 |
|