Guardian Wealth Advisors (North Carolina)’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 | $186K | Sell |
7,985
-864
| -10% | -$20.1K | 0.01% | 332 |
|
|
2025
Q1 | $205K | Sell |
8,849
-206
| -2% | -$4.77K | 0.02% | 312 |
|
|
2024
Q4 | $206K | Buy |
9,055
+9,023
| +28,197% | +$205K | 0.02% | 309 |
|
|
2024
Q3 | $760 | Hold |
32
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $729 | Sell |
32
-110
| -77% | -$2.51K | ﹤0.01% | 424 |
|
|
2024
Q1 | $3.27K | Hold |
142
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $3.31K | Hold |
142
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $3.14K | Hold |
142
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $3.28K | Sell |
142
-10
| -7% | -$231 | ﹤0.01% | 377 |
|
|
2023
Q1 | $3.57K | Hold |
152
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $3.47K | Hold |
152
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $3K | Sell |
152
-228
| -60% | -$4.5K | ﹤0.01% | 320 |
|
|
2022
Q2 | $9K | Buy |
+380
| New | +$9K | ﹤0.01% | 294 |
|