IFA
Index Fund 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 | $205K | Buy |
8,832
+89
| +1% | +$2.07K | 0.01% | 142 |
|
|
2025
Q1 | $202K | Sell |
8,743
-1,245
| -12% | -$28.8K | 0.01% | 95 |
|
|
2024
Q4 | $227K | Buy |
9,988
+5,059
| +103% | +$115K | 0.01% | 99 |
|
|
2024
Q3 | $234K | Sell |
4,929
-10
| -0.2% | -$475 | 0.01% | 97 |
|
|
2024
Q2 | $225K | Sell |
4,939
-78
| -2% | -$3.56K | 0.01% | 87 |
|
|
2024
Q1 | $231K | Sell |
5,017
-3,348
| -40% | -$154K | 0.01% | 88 |
|
|
2023
Q4 | $390K | Buy |
8,365
+102
| +1% | +$4.76K | 0.02% | 60 |
|
|
2023
Q3 | $365K | Buy |
8,263
+69
| +0.8% | +$3.05K | 0.02% | 66 |
|
|
2023
Q2 | $378K | Sell |
8,194
-62
| -0.8% | -$2.86K | 0.02% | 61 |
|
|
2023
Q1 | $387K | Sell |
8,256
-71
| -0.9% | -$3.33K | 0.03% | 61 |
|
|
2022
Q4 | $380K | Buy |
8,327
+77
| +0.9% | +$3.51K | 0.03% | 58 |
|
|
2022
Q3 | $374K | Buy |
8,250
+2,929
| +55% | +$133K | 0.03% | 58 |
|
|
2022
Q2 | $255K | Sell |
5,321
-2,844
| -35% | -$136K | 0.02% | 77 |
|
|
2022
Q1 | $413K | Buy |
8,165
+19
| +0.2% | +$961 | 0.03% | 65 |
|
|
2021
Q4 | $439K | Buy |
+8,146
| New | +$439K | 0.03% | 67 |
|