Capital Advisors Ltd’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 | – | Sell |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $637K | Hold |
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|
2023
Q2 | $665K | Hold |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $717K | Buy |
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