Pineridge 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
Q1 | – | Sell |
-572
| Closed | -$13K | – | 644 |
|
|
2024
Q4 | $13K | Hold |
572
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $13.6K | Hold |
572
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $13K | Hold |
572
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $13.2K | Hold |
572
| – | – | ﹤0.01% | 268 |
|
|
2023
Q4 | $13.3K | Buy |
+572
| New | +$13.3K | ﹤0.01% | 335 |
|