Laraway Financial 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
Q3 | $572K | Sell |
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2025
Q2 | $571K | Buy |
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2025
Q1 | $570K | Sell |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $603K | Sell |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $661K | Sell |
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|
2023
Q1 | $708K | Sell |
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|
2022
Q4 | $708K | Sell |
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|
2022
Q3 | $712K | Sell |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $1.96M | Buy |
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|
2021
Q4 | $891K | Buy |
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