Guardian Wealth Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $3.15K | Buy |
|
|||||
|
2024
Q4 | $2.91K | Buy |
|
|||||
|
2024
Q3 | $2.61K | Buy |
|
|||||
|
2024
Q2 | $2.38K | Buy |
|
|||||
|
2024
Q1 | $2.1K | Buy |
|
|||||
|
2023
Q4 | $1.89K | Buy |
|
|||||
|
2023
Q3 | $1.64K | Buy |
|
|||||
|
2023
Q2 | $1.51K | Buy |
|
|||||
|
2023
Q1 | $1.38K | Buy |
|
|||||
|
2022
Q4 | $1.25K | Buy |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q2 | $1K | Buy |
|
|||||
|
2022
Q1 | $1K | Hold |
|
|||||
|
2021
Q4 | $1K | Buy |
|