Farther Finance 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
Q3 | $3.25M | Buy |
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|
2025
Q2 | $719K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $950K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $900K | Buy |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $858K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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