Avidian Wealth Enterprises’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 | $2.08M | Buy |
89,656
+529
| +0.6% | +$12.3K | 0.08% | 126 |
|
|
2025
Q1 | $2.06M | Sell |
89,127
-5,156
| -5% | -$119K | 0.09% | 122 |
|
|
2024
Q4 | $2.14M | Buy |
94,283
+605
| +0.6% | +$13.7K | 0.1% | 111 |
|
|
2024
Q3 | $2.23M | Buy |
93,678
+276
| +0.3% | +$6.56K | 0.1% | 107 |
|
|
2024
Q2 | $2.13M | Sell |
93,402
-14,936
| -14% | -$340K | 0.09% | 105 |
|
|
2024
Q1 | $2.49M | Sell |
108,338
-6,702
| -6% | -$154K | 0.12% | 95 |
|
|
2023
Q4 | $2.68M | Sell |
115,040
-41,744
| -27% | -$973K | 0.17% | 84 |
|
|
2023
Q3 | $3.47M | Buy |
156,784
+40,562
| +35% | +$897K | 0.24% | 76 |
|
|
2023
Q2 | $2.68M | Buy |
116,222
+6,000
| +5% | +$138K | 0.18% | 93 |
|
|
2023
Q1 | $2.59M | Buy |
110,222
+26,778
| +32% | +$628K | 0.14% | 121 |
|
|
2022
Q4 | $1.9M | Buy |
83,444
+8,730
| +12% | +$199K | 0.12% | 125 |
|
|
2022
Q3 | $1.69M | Sell |
74,714
-43,636
| -37% | -$989K | 0.12% | 112 |
|
|
2022
Q2 | $2.83M | Buy |
118,350
+35,276
| +42% | +$844K | 0.2% | 85 |
|
|
2022
Q1 | $2.1M | Buy |
83,074
+48,232
| +138% | +$1.22M | 0.13% | 110 |
|
|
2021
Q4 | $939K | Buy |
+34,842
| New | +$939K | 0.06% | 195 |
|