SEIA
Signature Estate & Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Sell |
362,011
-22,243
| -6% | -$517K | 0.19% | 61 |
|
|
2025
Q1 | $8.9M | Buy |
384,254
+22,752
| +6% | +$527K | 0.23% | 56 |
|
|
2024
Q4 | $8.21M | Buy |
361,502
+188,385
| +109% | +$4.28M | 0.21% | 55 |
|
|
2024
Q3 | $8.23M | Buy |
173,117
+10,566
| +7% | +$502K | 0.19% | 54 |
|
|
2024
Q2 | $7.41M | Buy |
+162,551
| New | +$7.41M | 0.19% | 56 |
|
|
2024
Q1 | – | Sell |
-14,907
| Closed | -$695K | – | 195 |
|
|
2023
Q4 | $695K | Buy |
+14,907
| New | +$695K | 0.02% | 110 |
|
|
2015
Q1 | – | Sell |
-4,166
| Closed | -$218K | – | 98 |
|
|
2014
Q4 | $218K | Buy |
+4,166
| New | +$218K | 0.07% | 62 |
|