MLA
My Legacy 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 | $3.2M | Sell |
138,921
-9,570
| -6% | -$221K | 1.14% | 19 |
|
|
2025
Q1 | $3.44M | Buy |
148,491
+1,554
| +1% | +$36K | 1.33% | 14 |
|
|
2024
Q4 | $3.33M | Buy |
146,937
+76,446
| +108% | +$1.73M | 1.29% | 17 |
|
|
2024
Q3 | $3.35M | Sell |
70,491
-50,456
| -42% | -$2.4M | 1.32% | 16 |
|
|
2024
Q2 | $5.51M | Buy |
120,947
+14,505
| +14% | +$661K | 1.76% | 12 |
|
|
2024
Q1 | $4.9M | Buy |
106,442
+13,088
| +14% | +$602K | 1.64% | 9 |
|
|
2023
Q4 | $4.34M | Buy |
93,354
+5,355
| +6% | +$249K | 1.57% | 10 |
|
|
2023
Q3 | $3.79M | Buy |
87,999
+6,965
| +9% | +$300K | 1.54% | 10 |
|
|
2023
Q2 | $3.75M | Buy |
81,034
+15,449
| +24% | +$715K | 1.48% | 11 |
|
|
2023
Q1 | $3.08M | Buy |
65,585
+12,508
| +24% | +$588K | 1.32% | 12 |
|
|
2022
Q4 | $2.5M | Buy |
53,077
+27,080
| +104% | +$1.27M | 1.06% | 15 |
|
|
2022
Q3 | $1.16M | Buy |
25,997
+15,013
| +137% | +$668K | 0.58% | 45 |
|
|
2022
Q2 | $526K | Buy |
+10,984
| New | +$526K | 0.26% | 139 |
|