EverSource 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 | $285K | Sell |
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2025
Q1 | $349K | Sell |
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|
2024
Q4 | $396K | Sell |
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2024
Q3 | $420K | Buy |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $458K | Buy |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $17.4K | Sell |
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|
2023
Q2 | $67.1K | Sell |
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|
2023
Q1 | $91.2K | Buy |
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|
2022
Q4 | $24.6K | Buy |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $6K | Buy |
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