Syntegra Private Wealth 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
Q3 | $366K | Sell |
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2025
Q2 | $364K | Sell |
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2025
Q1 | $408K | Sell |
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2024
Q4 | $431K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $370K | Buy |
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