FLC Capital 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 | $494K | Sell |
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|
2025
Q1 | $26.3M | Buy |
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|
2024
Q4 | $24.5M | Buy |
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2024
Q3 | $24.7M | Buy |
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|
2024
Q2 | $22.9M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $9.67M | Sell |
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $7.41M | Buy |
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