Powers Advisory Group’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 | $751K | Buy |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $539K | Sell |
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|
2022
Q4 | $538K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $580K | Sell |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $9.04M | Buy |
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