EverSource Wealth 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 | $285K | Sell |
12,262
-2,786
| -19% | -$64.7K | 0.01% | 694 |
|
|
2025
Q1 | $349K | Sell |
15,048
-2,380
| -14% | -$55.1K | 0.02% | 473 |
|
|
2024
Q4 | $396K | Sell |
17,428
-256
| -1% | -$5.81K | 0.02% | 427 |
|
|
2024
Q3 | $420K | Buy |
17,684
+1,122
| +7% | +$26.7K | 0.03% | 366 |
|
|
2024
Q2 | $385K | Sell |
16,562
-3,952
| -19% | -$91.9K | 0.03% | 367 |
|
|
2024
Q1 | $458K | Buy |
20,514
+4,176
| +26% | +$93.3K | 0.04% | 283 |
|
|
2023
Q4 | $381K | Buy |
16,338
+15,552
| +1,979% | +$363K | 0.03% | 291 |
|
|
2023
Q3 | $17.4K | Sell |
786
-2,122
| -73% | -$46.9K | ﹤0.01% | 1176 |
|
|
2023
Q2 | $67.1K | Sell |
2,908
-982
| -25% | -$22.7K | 0.01% | 721 |
|
|
2023
Q1 | $91.2K | Buy |
3,890
+2,812
| +261% | +$66K | 0.01% | 566 |
|
|
2022
Q4 | $24.6K | Buy |
1,078
+482
| +81% | +$11K | ﹤0.01% | 1001 |
|
|
2022
Q3 | $13K | Buy |
596
+288
| +94% | +$6.28K | ﹤0.01% | 1053 |
|
|
2022
Q2 | $7K | Buy |
308
+80
| +35% | +$1.82K | ﹤0.01% | 1166 |
|
|
2022
Q1 | $6K | Buy |
+228
| New | +$6K | ﹤0.01% | 1196 |
|