Ausdal Financial Partners’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 | $1.03M | Buy |
44,477
+5,806
| +15% | +$135K | 0.07% | 256 |
|
|
2025
Q1 | $896K | Buy |
38,671
+1,355
| +4% | +$31.4K | 0.07% | 263 |
|
|
2024
Q4 | $847K | Buy |
37,316
+7,372
| +25% | +$167K | 0.07% | 234 |
|
|
2024
Q3 | $711K | Buy |
29,944
+1,144
| +4% | +$27.2K | 0.07% | 243 |
|
|
2024
Q2 | $656K | Buy |
28,800
+4,912
| +21% | +$112K | 0.07% | 242 |
|
|
2024
Q1 | $549K | Buy |
23,888
+4,164
| +21% | +$95.8K | 0.06% | 250 |
|
|
2023
Q4 | $460K | Sell |
19,724
-832
| -4% | -$19.4K | 0.06% | 268 |
|
|
2023
Q3 | $455K | Sell |
20,556
-3,390
| -14% | -$75K | 0.06% | 255 |
|
|
2023
Q2 | $553K | Sell |
23,946
-12,972
| -35% | -$299K | 0.08% | 225 |
|
|
2023
Q1 | $866K | Buy |
36,918
+10,922
| +42% | +$256K | 0.12% | 177 |
|
|
2022
Q4 | $593K | Sell |
25,996
-6,372
| -20% | -$145K | 0.09% | 220 |
|
|
2022
Q3 | $733K | Sell |
32,368
-2,390
| -7% | -$54.1K | 0.12% | 194 |
|
|
2022
Q2 | $832K | Sell |
34,758
-1,050
| -3% | -$25.1K | 0.13% | 197 |
|
|
2022
Q1 | $905K | Buy |
35,808
+22,032
| +160% | +$557K | 0.12% | 191 |
|
|
2021
Q4 | $371K | Buy |
13,776
+96
| +0.7% | +$2.59K | 0.05% | 337 |
|
|
2021
Q3 | $371K | Buy |
13,680
+70
| +0.5% | +$1.9K | 0.06% | 326 |
|
|
2021
Q2 | $372K | Sell |
13,610
-760
| -5% | -$20.8K | 0.06% | 312 |
|
|
2021
Q1 | $388K | Sell |
14,370
-232
| -2% | -$6.26K | 0.07% | 295 |
|
|
2020
Q4 | $409K | Buy |
14,602
+2,018
| +16% | +$56.5K | 0.08% | 256 |
|
|
2020
Q3 | $353K | Sell |
12,584
-126
| -1% | -$3.53K | 0.09% | 231 |
|
|
2020
Q2 | $357K | Sell |
12,710
-338
| -3% | -$9.49K | 0.12% | 180 |
|
|
2020
Q1 | $363K | Buy |
13,048
+86
| +0.7% | +$2.39K | 0.13% | 173 |
|
|
2019
Q4 | $352K | Buy |
12,962
+116
| +0.9% | +$3.15K | 0.1% | 224 |
|
|
2019
Q3 | $346K | Buy |
12,846
+4,276
| +50% | +$115K | 0.12% | 208 |
|
|
2019
Q2 | $227K | Buy |
+8,570
| New | +$227K | 0.09% | 252 |
|
|
2018
Q1 | – | Sell |
-7,694
| Closed | -$200K | – | 384 |
|
|
2017
Q4 | $200K | Sell |
7,694
-6,158
| -44% | -$160K | 0.07% | 336 |
|
|
2017
Q3 | $363K | Buy |
13,852
+80
| +0.6% | +$2.1K | 0.14% | 189 |
|
|
2017
Q2 | $360K | Buy |
13,772
+82
| +0.6% | +$2.14K | 0.15% | 185 |
|
|
2017
Q1 | $354K | Sell |
13,690
-1,916
| -12% | -$49.5K | 0.16% | 171 |
|
|
2016
Q4 | $402K | Sell |
15,606
-3,054
| -16% | -$78.7K | 0.19% | 139 |
|
|
2016
Q3 | $501K | Buy |
18,660
+2,400
| +15% | +$64.4K | 0.25% | 112 |
|
|
2016
Q2 | $437K | Buy |
+16,260
| New | +$437K | 0.22% | 118 |
|
|
2016
Q1 | – | Sell |
-5,222
| Closed | -$134K | – | 872 |
|
|
2015
Q4 | $134K | Buy |
+5,222
| New | +$134K | 0.07% | 258 |
|