LA
LexAurum 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 | $2.06M | Buy |
88,482
+9,844
| +13% | +$229K | 0.32% | 60 |
|
|
2025
Q1 | $1.82M | Buy |
78,638
+18,955
| +32% | +$439K | 0.35% | 54 |
|
|
2024
Q4 | $1.35M | Buy |
59,683
+30,293
| +103% | +$688K | 0.27% | 75 |
|
|
2024
Q3 | $1.4M | Buy |
29,390
+89
| +0.3% | +$4.23K | 0.31% | 69 |
|
|
2024
Q2 | $1.34M | Buy |
29,301
+679
| +2% | +$30.9K | 0.33% | 67 |
|
|
2024
Q1 | $1.32M | Sell |
28,622
-1,199
| -4% | -$55.2K | 0.33% | 62 |
|
|
2023
Q4 | $1.39M | Sell |
29,821
-1,691
| -5% | -$78.8K | 0.36% | 56 |
|
|
2023
Q3 | $1.39M | Sell |
31,512
-1,095
| -3% | -$48.4K | 0.41% | 51 |
|
|
2023
Q2 | $1.51M | Buy |
32,607
+732
| +2% | +$33.8K | 0.45% | 45 |
|
|
2023
Q1 | $1.5M | Buy |
31,875
+8,924
| +39% | +$419K | 0.5% | 42 |
|
|
2022
Q4 | $1.05M | Buy |
22,951
+1,425
| +7% | +$65.1K | 0.38% | 56 |
|
|
2022
Q3 | $975K | Buy |
21,526
+65
| +0.3% | +$2.94K | 0.38% | 57 |
|
|
2022
Q2 | $1.03M | Buy |
21,461
+114
| +0.5% | +$5.46K | 0.38% | 53 |
|
|
2022
Q1 | $1.08M | Buy |
+21,347
| New | +$1.08M | 0.35% | 60 |
|