Foundations Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
124,921
+10,067
| +9% | +$234K | 0.05% | 266 |
|
|
2025
Q1 | $2.66M | Buy |
114,854
+8,274
| +8% | +$192K | 0.05% | 262 |
|
|
2024
Q4 | $2.42M | Buy |
106,580
+15,818
| +17% | +$359K | 0.05% | 260 |
|
|
2024
Q3 | $2.16M | Buy |
90,762
+36,266
| +67% | +$862K | 0.05% | 262 |
|
|
2024
Q2 | $1.24M | Buy |
54,496
+20,230
| +59% | +$461K | 0.03% | 301 |
|
|
2024
Q1 | $788K | Buy |
+34,266
| New | +$788K | 0.02% | 368 |
|