My Legacy 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
Q2 | $3.2M | Sell |
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|
2025
Q1 | $3.44M | Buy |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $3.35M | Sell |
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|
2024
Q2 | $5.51M | Buy |
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|
2024
Q1 | $4.9M | Buy |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $3.79M | Buy |
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2023
Q2 | $3.75M | Buy |
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|
2023
Q1 | $3.08M | Buy |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $526K | Buy |
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