Sightline Wealth 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
Q3 | $2.02M | Sell |
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2025
Q2 | $2.13M | Sell |
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2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.78M | Sell |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $752K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $782K | Buy |
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