Visionary 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
Q2 | – | Sell |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $631K | Sell |
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2024
Q3 | $688K | Sell |
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|
2024
Q2 | $727K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $982K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.05M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.87M | Buy |
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