W Advisors LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
53,475
-861
| -2% | -$20K | 0.71% | 35 |
|
|
2025
Q1 | $1.26M | Buy |
54,336
+285
| +0.5% | +$6.6K | 0.79% | 31 |
|
|
2024
Q4 | $1.23M | Buy |
54,051
+247
| +0.5% | +$5.61K | 0.76% | 32 |
|
|
2024
Q3 | $1.28M | Sell |
53,804
-16
| -0% | -$380 | 0.79% | 31 |
|
|
2024
Q2 | $1.23M | Buy |
53,820
+2,344
| +5% | +$53.4K | 0.8% | 32 |
|
|
2024
Q1 | $1.18M | Sell |
51,476
-32
| -0.1% | -$736 | 0.81% | 32 |
|
|
2023
Q4 | $1.2M | Buy |
+51,508
| New | +$1.2M | 0.89% | 28 |
|