GJIA
Glass Jacobson Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,500
| Closed | -$148K | – | 793 |
|
|
2025
Q1 | $148K | Hold |
6,500
| – | – | 0.05% | 257 |
|
|
2024
Q4 | $148K | Buy |
6,500
+3,250
| +100% | +$73.8K | 0.05% | 257 |
|
|
2024
Q3 | $154K | Hold |
3,250
| – | – | 0.05% | 243 |
|
|
2024
Q2 | $148K | Hold |
3,250
| – | – | 0.05% | 238 |
|
|
2024
Q1 | $150K | Buy |
+3,250
| New | +$150K | 0.06% | 237 |
|