World Investment 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
Q3 | $272K | Sell |
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2025
Q2 | $366K | Sell |
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2025
Q1 | $730K | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $3.84M | Sell |
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|
2023
Q2 | $4.83M | Buy |
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|
2023
Q1 | $4.72M | Buy |
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|
2022
Q4 | $4.54M | Buy |
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|
2022
Q3 | $4.45M | Buy |
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|
2022
Q2 | $4.59M | Buy |
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|
2022
Q1 | $4.58M | Buy |
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|
2021
Q4 | $4.46M | Buy |
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|
2021
Q3 | $4.18M | Buy |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.35M | Buy |
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|
2020
Q4 | $2.92M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $2.04M | Buy |
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