Mutual Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mutual Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.9M	Buy	647,225 +5,525	+0.9%	+$127K	0.37%	41
2025 Q1	$14.8M	Buy	641,700 +5,823	+0.9%	+$134K	0.42%	36
2024 Q4	$14.4M	Sell	635,877 -7,424	-1%	-$169K	0.42%	34
2024 Q3	$14.9M	Buy	643,301 +356,590	+124%	+$8.26M	0.44%	32
2024 Q2	$13.2M	Buy	286,711 +14,131	+5%	+$653K	0.4%	37
2024 Q1	$12.5M	Buy	272,580 +50,850	+23%	+$2.34M	0.4%	37
2023 Q4	$10.3M	Buy	221,730 +17,110	+8%	+$798K	0.36%	45
2023 Q3	$9.05M	Sell	204,620 -16,164	-7%	-$715K	0.35%	47
2023 Q2	$10.2M	Buy	220,784 +2,736	+1%	+$126K	0.39%	39
2023 Q1	$10.2M	Buy	218,048 +11,258	+5%	+$528K	0.42%	32
2022 Q4	$9.44M	Buy	206,790 +6,745	+3%	+$308K	0.42%	34
2022 Q3	$9.06M	Sell	200,045 -2,932	-1%	-$133K	0.47%	33
2022 Q2	$9.72M	Sell	202,977 -11,999	-6%	-$574K	0.64%	21
2022 Q1	$10.9M	Buy	214,976 +63,952	+42%	+$3.23M	0.61%	23
2021 Q4	$8.14M	Buy	151,024 +1,725	+1%	+$93K	0.43%	43
2021 Q3	$8.1M	Buy	149,299 +222	+0.1%	+$12K	0.48%	34
2021 Q2	$8.14M	Buy	149,077 +36,317	+32%	+$1.98M	0.48%	36
2021 Q1	$6.08M	Buy	112,760 +9,293	+9%	+$501K	0.42%	53
2020 Q4	$5.8M	Buy	103,467 +9,524	+10%	+$534K	0.43%	45
2020 Q3	$5.27M	Buy	93,943 +3,018	+3%	+$169K	0.46%	43
2020 Q2	$5.11M	Buy	90,925 +5,329	+6%	+$300K	0.5%	34
2020 Q1	$4.65M	Buy	85,596 +4,370	+5%	+$237K	0.63%	29
2019 Q4	$4.34M	Buy	81,226 +19,369	+31%	+$1.03M	0.46%	44
2019 Q3	$3.33M	Buy	61,857 +1,614	+3%	+$86.9K	0.44%	48
2019 Q2	$3.19M	Buy	60,243 +7,213	+14%	+$382K	0.41%	48
2019 Q1	$2.75M	Buy	53,030 +1,988	+4%	+$103K	0.41%	53
2018 Q4	$2.58M	Buy	51,042 +765	+2%	+$38.7K	0.51%	34
2018 Q3	$2.53M	Sell	50,277 -2,191	-4%	-$110K	0.38%	53
2018 Q2	$2.66M	Buy	52,468 +933	+2%	+$47.2K	0.61%	26
2018 Q1	$2.63M	Buy	51,535 +3,457	+7%	+$176K	0.67%	22
2017 Q4	$2.5M	Buy	+48,078	New	+$2.5M	0.94%	19