Geometric 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 | $493K | Buy |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $359K | Buy |
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