BWM
BCS Wealth Management’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 | $1.24M | Buy |
53,228
+13,643
| +34% | +$317K | 0.27% | 76 |
|
|
2025
Q1 | $917K | Sell |
39,585
-795
| -2% | -$18.4K | 0.24% | 87 |
|
|
2024
Q4 | $917K | Buy |
+40,380
| New | +$917K | 0.23% | 89 |
|
|
2024
Q2 | – | Sell |
-17,735
| Closed | -$816K | – | 216 |
|
|
2024
Q1 | $816K | Buy |
17,735
+7,129
| +67% | +$328K | 0.26% | 87 |
|
|
2023
Q4 | $494K | Buy |
10,606
+151
| +1% | +$7.03K | 0.18% | 120 |
|
|
2023
Q3 | $462K | Buy |
+10,455
| New | +$462K | 0.19% | 114 |
|
|
2023
Q2 | – | Sell |
-16,974
| Closed | -$796K | – | 162 |
|
|
2023
Q1 | $796K | Buy |
16,974
+6,574
| +63% | +$308K | 0.36% | 63 |
|
|
2022
Q4 | $475K | Sell |
10,400
-164
| -2% | -$7.49K | 0.2% | 113 |
|
|
2022
Q3 | $479K | Sell |
10,564
-1,002
| -9% | -$45.4K | 0.23% | 102 |
|
|
2022
Q2 | $554K | Sell |
11,566
-1,951
| -14% | -$93.5K | 0.25% | 89 |
|
|
2022
Q1 | $684K | Sell |
13,517
-22,690
| -63% | -$1.15M | 0.28% | 87 |
|
|
2021
Q4 | $1.95M | Buy |
36,207
+6,818
| +23% | +$368K | 0.7% | 30 |
|
|
2021
Q3 | $1.6M | Buy |
29,389
+1,667
| +6% | +$90.5K | 0.68% | 33 |
|
|
2021
Q2 | $1.51M | Sell |
27,722
-930
| -3% | -$50.8K | 0.8% | 28 |
|
|
2021
Q1 | $1.55M | Buy |
28,652
+225
| +0.8% | +$12.1K | 0.73% | 30 |
|
|
2020
Q4 | $1.59M | Hold |
28,427
| – | – | 0.83% | 27 |
|
|
2020
Q3 | $1.59M | Buy |
28,427
+4,428
| +18% | +$248K | 0.9% | 26 |
|
|
2020
Q2 | $1.35M | Buy |
23,999
+3,906
| +19% | +$220K | 0.81% | 27 |
|
|
2020
Q1 | $1.09M | Sell |
20,093
-13,580
| -40% | -$737K | 0.76% | 28 |
|
|
2019
Q4 | $1.8M | Buy |
+33,673
| New | +$1.8M | 1.2% | 22 |
|