Avidian Wealth Enterprises’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 | $2.08M | Buy |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.14M | Buy |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $3.47M | Buy |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $939K | Buy |
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