AWC
Adamsbrown Wealth Consultants’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
63,474
+2,631
| +4% | +$61.1K | 0.43% | 28 |
|
|
2025
Q1 | $1.41M | Sell |
60,843
-1,268
| -2% | -$29.4K | 0.44% | 29 |
|
|
2024
Q4 | $1.41M | Buy |
62,111
+32,961
| +113% | +$748K | 0.48% | 26 |
|
|
2024
Q3 | $1.39M | Buy |
29,150
+2,793
| +11% | +$133K | 0.48% | 23 |
|
|
2024
Q2 | $1.2M | Sell |
26,357
-2,747
| -9% | -$125K | 0.47% | 24 |
|
|
2024
Q1 | $1.34M | Buy |
29,104
+1,665
| +6% | +$76.6K | 0.54% | 19 |
|
|
2023
Q4 | $1.28M | Sell |
27,439
-1,233
| -4% | -$57.5K | 0.56% | 20 |
|
|
2023
Q3 | $1.27M | Sell |
28,672
-10,726
| -27% | -$474K | 0.62% | 21 |
|
|
2023
Q2 | $1.82M | Sell |
39,398
-3,073
| -7% | -$142K | 0.96% | 17 |
|
|
2023
Q1 | $1.99M | Buy |
42,471
+3,472
| +9% | +$163K | 1.15% | 16 |
|
|
2022
Q4 | $1.78M | Sell |
38,999
-13,134
| -25% | -$600K | 1.08% | 17 |
|
|
2022
Q3 | $2.36M | Sell |
52,133
-123,571
| -70% | -$5.6M | 1.8% | 13 |
|
|
2022
Q2 | $8.41M | Sell |
175,704
-120,901
| -41% | -$5.79M | 6.62% | 3 |
|
|
2022
Q1 | $15M | Buy |
296,605
+37,636
| +15% | +$1.9M | 11.88% | 2 |
|
|
2021
Q4 | $14M | Buy |
+258,969
| New | +$14M | 12.58% | 2 |
|