Guardian Wealth Advisors (North Carolina)’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 | $186K | Sell |
|
|||||
|
2025
Q1 | $205K | Sell |
|
|||||
|
2024
Q4 | $206K | Buy |
|
|||||
|
2024
Q3 | $760 | Hold |
|
|||||
|
2024
Q2 | $729 | Sell |
|
|||||
|
2024
Q1 | $3.27K | Hold |
|
|||||
|
2023
Q4 | $3.31K | Hold |
|
|||||
|
2023
Q3 | $3.14K | Hold |
|
|||||
|
2023
Q2 | $3.28K | Sell |
|
|||||
|
2023
Q1 | $3.56K | Hold |
|
|||||
|
2022
Q4 | $3.47K | Hold |
|
|||||
|
2022
Q3 | $3K | Sell |
|
|||||
|
2022
Q2 | $9K | Buy |
|