Continuum Advisory’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
2025
Q1
$814 Hold
2024
Q4
$792 Sell
2024
Q3
$796 Buy
2024
Q2
$802 Sell
2024
Q1
$1.48K Buy
2020
Q3
Sell
2020
Q2
$243K Sell
2020
Q1
$689K Sell
2019
Q4
$699K Sell
2019
Q3
$705K Buy
2019
Q2
$680K Buy
2019
Q1
$473K Buy
2018
Q4
$281K Buy
2018
Q3
$276K Buy