BEI
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Benjamin Edwards Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Benjamin Edwards Inc’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-328
Closed -$7K – 1184
2024
Q2 		$7K Hold
328
– – ﹤0.01% 636
2024
Q1 		$8K Hold
328
– – ﹤0.01% 653
2023
Q4 		$8K Hold
328
– – ﹤0.01% 594
2023
Q3 		$7K Hold
328
– – ﹤0.01% 593
2023
Q2 		$8K Hold
328
– – ﹤0.01% 590
2023
Q1 		$8K Hold
328
– – ﹤0.01% 597
2022
Q4 		$7K Sell
328
-264
-45% -$6.01K ﹤0.01% 620
2022
Q3 		$13K Buy
592
+264
+80% +$6.29K ﹤0.01% 542
2022
Q2 		$8K Hold
328
– – ﹤0.01% 603
2022
Q1 		$8K Buy
+328
New +$8.52K ﹤0.01% 623

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