LGT 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 | $27.5K | Buy |
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|
2025
Q2 | $2.82K | Buy |
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|
2025
Q1 | $2.78K | Buy |
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|
2024
Q4 | $2.7K | Buy |
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|
2024
Q3 | $2.79K | Buy |
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|
2024
Q2 | $2.65K | Hold |
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|
2024
Q1 | $2.65K | Buy |
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|
2023
Q4 | $2.44K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $192K | Buy |
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