SA
SCHZ icon

Sovran Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sovran Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$539K Sell
23,476
-3,859
-14% -$88.6K 0.06% 307
2025
Q1 		$627K Sell
27,335
-1,309
-5% -$30K 0.08% 246
2024
Q4 		$644K Buy
+28,644
New +$644K 0.09% 222