Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
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2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $9.44M | Buy |
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|
2024
Q1 | $4.81M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $4.72M | Sell |
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|
2022
Q3 | $6.31M | Buy |
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|
2022
Q2 | $6.52M | Sell |
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|
2022
Q1 | $8.58M | Buy |
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