Financial Life 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 | $32.1M | Buy |
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|
2025
Q2 | $30.1M | Buy |
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2025
Q1 | $29M | Buy |
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|
2024
Q4 | $27.8M | Buy |
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|
2024
Q3 | $27.3M | Buy |
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|
2024
Q2 | $24.3M | Buy |
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|
2024
Q1 | $23.1M | Buy |
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|
2023
Q4 | $22.2M | Sell |
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|
2023
Q3 | $23.3M | Buy |
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|
2023
Q2 | $22.9M | Buy |
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|
2023
Q1 | $16.5M | Sell |
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|
2022
Q4 | $20M | Buy |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $345K | Hold |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $349K | Hold |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $515K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $491K | Hold |
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|
2019
Q3 | $495K | Hold |
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|
2019
Q2 | $487K | Hold |
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|
2019
Q1 | $477K | Hold |
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|
2018
Q4 | $465K | Hold |
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|
2018
Q3 | $462K | Hold |
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|
2018
Q2 | $466K | Hold |
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|
2018
Q1 | $469K | Buy |
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|
2017
Q4 | $431K | Buy |
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