Souders Financial 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 | $252K | Sell |
|
|||||
|
2025
Q1 | $253K | Sell |
|
|||||
|
2024
Q4 | $255K | Sell |
|
|||||
|
2024
Q3 | $267K | Sell |
|
|||||
|
2024
Q2 | $266K | Sell |
|
|||||
|
2024
Q1 | $291K | Sell |
|
|||||
|
2023
Q4 | $366K | Sell |
|
|||||
|
2023
Q3 | $16M | Buy |
|
|||||
|
2023
Q2 | $15M | Buy |
|
|||||
|
2023
Q1 | $15M | Buy |
|
|||||
|
2022
Q4 | $13.9M | Buy |
|
|||||
|
2022
Q3 | $13M | Sell |
|
|||||
|
2022
Q2 | $18.5M | Buy |
|
|||||
|
2022
Q1 | $5.68M | Buy |
|
|||||
|
2021
Q4 | $5.81M | Buy |
|
|||||
|
2021
Q3 | $5.24M | Buy |
|
|||||
|
2021
Q2 | $4.8M | Buy |
|
|||||
|
2021
Q1 | $4.15M | Buy |
|
|||||
|
2020
Q4 | $3.96M | Buy |
|
|||||
|
2020
Q3 | $3.82M | Buy |
|
|||||
|
2020
Q2 | $3.43M | Sell |
|
|||||
|
2020
Q1 | $4.37M | Buy |
|