Laraway Financial Advisors’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 | $571K | Buy |
24,591
+1
| +0% | +$23 | 0.43% | 57 |
|
|
2025
Q1 | $570K | Sell |
24,590
-649
| -3% | -$15K | 0.45% | 59 |
|
|
2024
Q4 | $573K | Sell |
25,239
-253
| -1% | -$5.74K | 0.44% | 60 |
|
|
2024
Q3 | $606K | Sell |
25,492
-118
| -0.5% | -$2.8K | 0.48% | 59 |
|
|
2024
Q2 | $584K | Sell |
25,610
-624
| -2% | -$14.2K | 0.5% | 55 |
|
|
2024
Q1 | $603K | Sell |
26,234
-602
| -2% | -$13.8K | 0.53% | 54 |
|
|
2023
Q4 | $626K | Sell |
26,836
-634
| -2% | -$14.8K | 0.59% | 53 |
|
|
2023
Q3 | $607K | Sell |
27,470
-1,178
| -4% | -$26.1K | 0.63% | 48 |
|
|
2023
Q2 | $661K | Sell |
28,648
-1,518
| -5% | -$35K | 0.65% | 47 |
|
|
2023
Q1 | $708K | Sell |
30,166
-874
| -3% | -$20.5K | 0.72% | 43 |
|
|
2022
Q4 | $708K | Sell |
31,040
-380
| -1% | -$8.67K | 0.74% | 42 |
|
|
2022
Q3 | $712K | Sell |
31,420
-480
| -2% | -$10.9K | 0.8% | 38 |
|
|
2022
Q2 | $763K | Sell |
31,900
-82,740
| -72% | -$1.98M | 0.81% | 36 |
|
|
2022
Q1 | $1.96M | Buy |
114,640
+81,560
| +247% | +$1.4M | 1.79% | 16 |
|
|
2021
Q4 | $891K | Buy |
+33,080
| New | +$891K | 0.8% | 41 |
|