Avion Wealth’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 | $1.49M | Sell |
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|
2025
Q1 | $1.5M | Hold |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $80K | Sell |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $1.36M | Hold |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $3.13M | Sell |
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|
2020
Q2 | $3.51M | Buy |
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|
2020
Q1 | $3.15M | Buy |
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