Arax Advisory Partners’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
$171K Buy
2025
Q1
$9.47K Sell
2024
Q4
$1.19M Buy
2024
Q1
Sell
2023
Q4
$249K Buy
2022
Q4
Sell
2022
Q3
$40K Buy
2020
Q4
Sell
2020
Q3
$16K Buy
2020
Q2
Sell
2020
Q1
$11K Buy