Bell Investment Advisors’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
2026
Q1
$110K Buy
2022
Q3
Sell
2022
Q2
$52K Buy
2021
Q4
$58K Buy
2021
Q3
$58K Buy