Arax Advisory Partners’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 | $171K | Buy |
7,339
+6,930
| +1,694% | +$161K | 0.01% | 711 |
|
|
2025
Q1 | $9.47K | Sell |
409
-52,089
| -99% | -$1.21M | ﹤0.01% | 1578 |
|
|
2024
Q4 | $1.19M | Buy |
+52,498
| New | +$1.19M | 0.08% | 156 |
|
|
2024
Q1 | – | Sell |
-10,670
| Closed | -$249K | – | 1381 |
|
|
2023
Q4 | $249K | Buy |
+10,670
| New | +$249K | 0.03% | 261 |
|
|
2022
Q4 | – | Sell |
-1,774
| Closed | -$40K | – | 1337 |
|
|
2022
Q3 | $40K | Buy |
+1,774
| New | +$40K | 0.01% | 463 |
|
|
2020
Q4 | – | Sell |
-580
| Closed | -$16K | – | 755 |
|
|
2020
Q3 | $16K | Buy |
+580
| New | +$16K | ﹤0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-392
| Closed | -$11K | – | 704 |
|
|
2020
Q1 | $11K | Buy |
+392
| New | +$11K | ﹤0.01% | 521 |
|