AAS
Asset Allocation Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
759,597
+82,181
| +12% | +$1.91M | 3.9% | 5 |
|
|
2025
Q1 | $15.7M | Buy |
677,416
+53,223
| +9% | +$1.23M | 3.9% | 4 |
|
|
2024
Q4 | $14.2M | Buy |
624,193
+495,647
| +386% | +$11.2M | 3.41% | 5 |
|
|
2024
Q3 | $6.11M | Buy |
128,546
+92,930
| +261% | +$4.42M | 1.74% | 20 |
|
|
2024
Q2 | $1.62M | Buy |
+35,616
| New | +$1.62M | 0.55% | 36 |
|