Atria Wealth Solutions’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 | $4.63M | Sell |
199,524
-40,671
| -17% | -$944K | 0.1% | 226 |
|
|
2025
Q1 | $5.56M | Sell |
240,195
-118,738
| -33% | -$2.75M | 0.07% | 308 |
|
|
2024
Q4 | $8.15M | Buy |
358,933
+80,201
| +29% | +$1.82M | 0.09% | 231 |
|
|
2024
Q3 | $6.62M | Sell |
278,732
-4,734
| -2% | -$112K | 0.07% | 280 |
|
|
2024
Q2 | $6.46M | Buy |
283,466
+2,526
| +0.9% | +$57.6K | 0.07% | 279 |
|
|
2024
Q1 | $6.46M | Sell |
280,940
-27,060
| -9% | -$622K | 0.07% | 276 |
|
|
2023
Q4 | $7.18M | Sell |
308,000
-25,332
| -8% | -$590K | 0.09% | 227 |
|
|
2023
Q3 | $7.37M | Sell |
333,332
-18,592
| -5% | -$411K | 0.1% | 204 |
|
|
2023
Q2 | $8.12M | Buy |
351,924
+9,484
| +3% | +$219K | 0.11% | 181 |
|
|
2023
Q1 | $8.03M | Buy |
342,440
+1,112
| +0.3% | +$26.1K | 0.12% | 173 |
|
|
2022
Q4 | $7.79M | Sell |
341,328
-386
| -0.1% | -$8.81K | 0.12% | 176 |
|
|
2022
Q3 | $7.74M | Buy |
341,714
+20,046
| +6% | +$454K | 0.13% | 160 |
|
|
2022
Q2 | $7.7M | Sell |
321,668
-7,566
| -2% | -$181K | 0.14% | 141 |
|
|
2022
Q1 | $8.33M | Buy |
+329,234
| New | +$8.33M | 0.14% | 155 |
|