LGT 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 | $2.82K | Buy |
121
+1
| +0.8% | +$23 | 0.01% | 341 |
|
|
2025
Q1 | $2.78K | Buy |
120
+1
| +0.8% | +$23 | 0.01% | 259 |
|
|
2024
Q4 | $2.7K | Buy |
119
+1
| +0.8% | +$23 | 0.01% | 660 |
|
|
2024
Q3 | $2.79K | Buy |
118
+2
| +2% | +$47 | 0.01% | 638 |
|
|
2024
Q2 | $2.65K | Hold |
116
| – | – | 0.01% | 707 |
|
|
2024
Q1 | $2.65K | Buy |
116
+12
| +12% | +$274 | ﹤0.01% | 732 |
|
|
2023
Q4 | $2.44K | Buy |
+104
| New | +$2.44K | ﹤0.01% | 783 |
|
|
2023
Q2 | – | Sell |
-13,670
| Closed | -$321K | – | 211 |
|
|
2023
Q1 | $321K | Buy |
13,670
+5,258
| +63% | +$123K | 0.6% | 49 |
|
|
2022
Q4 | $192K | Buy |
+8,412
| New | +$192K | 0.23% | 102 |
|