HC 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 | $4.39M | Buy |
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2025
Q1 | $4.33M | Buy |
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|
2024
Q4 | $3.98M | Sell |
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|
2024
Q3 | $4.17M | Buy |
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|
2024
Q2 | $3.53M | Sell |
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|
2024
Q1 | $3.66M | Buy |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $3.21M | Sell |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $745K | Buy |
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