CA
CWC Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
31,402
+1,175
| +4% | +$27.3K | 0.38% | 59 |
|
|
2025
Q1 | $700K | Sell |
30,227
-128
| -0.4% | -$2.96K | 0.4% | 58 |
|
|
2024
Q4 | $689K | Buy |
30,355
+14,514
| +92% | +$329K | 0.69% | 39 |
|
|
2024
Q3 | $753K | Buy |
+15,841
| New | +$753K | 0.74% | 41 |
|