Badgley Phelps Wealth Managers’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 | $477K | Hold |
20,527
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $475K | Buy |
20,527
+1,177
| +6% | +$27.3K | 0.01% | 215 |
|
|
2024
Q4 | $439K | Sell |
19,350
-710
| -4% | -$16.1K | 0.01% | 222 |
|
|
2024
Q3 | $477K | Buy |
20,060
+70
| +0.4% | +$1.66K | 0.01% | 212 |
|
|
2024
Q2 | $456K | Buy |
19,990
+1,062
| +6% | +$24.2K | 0.01% | 203 |
|
|
2024
Q1 | $435K | Hold |
18,928
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $441K | Buy |
18,928
+9,000
| +91% | +$210K | 0.01% | 194 |
|
|
2023
Q3 | $220K | Buy |
+9,928
| New | +$220K | 0.01% | 216 |
|
|
2023
Q1 | – | Sell |
-12,270
| Closed | -$280K | – | 218 |
|
|
2022
Q4 | $280K | Sell |
12,270
-430
| -3% | -$9.82K | 0.01% | 184 |
|
|
2022
Q3 | $288K | Hold |
12,700
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $304K | Buy |
+12,700
| New | +$304K | 0.01% | 169 |
|