Atria Wealth Solutions’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 | $4.63M | Sell |
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|
2025
Q1 | $5.56M | Sell |
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|
2024
Q4 | $8.15M | Buy |
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|
2024
Q3 | $6.62M | Sell |
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|
2024
Q2 | $6.46M | Buy |
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|
2024
Q1 | $6.46M | Sell |
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|
2023
Q4 | $7.18M | Sell |
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|
2023
Q3 | $7.37M | Sell |
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|
2023
Q2 | $8.12M | Buy |
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|
2023
Q1 | $8.03M | Buy |
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|
2022
Q4 | $7.79M | Sell |
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|
2022
Q3 | $7.74M | Buy |
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|
2022
Q2 | $7.7M | Sell |
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|
2022
Q1 | $8.32M | Buy |
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