Pinnacle Family 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 | $901K | Sell |
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|
2025
Q1 | $970K | Buy |
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|
2024
Q4 | $903K | Buy |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $894K | Buy |
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|
2023
Q4 | $899K | Sell |
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|
2023
Q3 | $915K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $939K | Buy |
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|
2022
Q4 | $805K | Sell |
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|
2022
Q3 | $831K | Sell |
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|
2022
Q2 | $892K | Buy |
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|
2022
Q1 | $840K | Buy |
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