BWM
Blossom 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 | $1.88M | Buy |
80,700
+7,768
| +11% | +$181K | 3.32% | 5 |
|
|
2025
Q1 | $1.69M | Buy |
72,932
+7,233
| +11% | +$168K | 3.4% | 4 |
|
|
2024
Q4 | $1.49M | Buy |
65,699
+36,044
| +122% | +$818K | 2.87% | 6 |
|
|
2024
Q3 | $1.41M | Buy |
29,655
+1,067
| +4% | +$50.7K | 2.84% | 7 |
|
|
2024
Q2 | $1.3M | Buy |
28,588
+1,366
| +5% | +$62.3K | 2.84% | 7 |
|
|
2024
Q1 | $1.25M | Buy |
27,222
+94
| +0.3% | +$4.32K | 3.01% | 7 |
|
|
2023
Q4 | $1.26M | Buy |
27,128
+332
| +1% | +$15.5K | 3.41% | 6 |
|
|
2023
Q3 | $1.19M | Buy |
26,796
+771
| +3% | +$34.1K | 3.79% | 6 |
|
|
2023
Q2 | $1.2M | Buy |
26,025
+3,019
| +13% | +$139K | 4.4% | 3 |
|
|
2023
Q1 | $1.08M | Sell |
23,006
-1,150
| -5% | -$53.9K | 4.39% | 3 |
|
|
2022
Q4 | $1.1M | Buy |
24,156
+2,586
| +12% | +$118K | 5.32% | 3 |
|
|
2022
Q3 | $977K | Sell |
21,570
-556
| -3% | -$25.2K | 5.5% | 3 |
|
|
2022
Q2 | $1.06M | Buy |
22,126
+590
| +3% | +$28.2K | 5.36% | 3 |
|
|
2022
Q1 | $1.09M | Buy |
21,536
+2,097
| +11% | +$106K | 4.91% | 4 |
|
|
2021
Q4 | $1.05M | Buy |
19,439
+3,075
| +19% | +$166K | 5.16% | 3 |
|
|
2021
Q3 | $888K | Buy |
16,364
+1,516
| +10% | +$82.3K | 5.28% | 4 |
|
|
2021
Q2 | $811K | Buy |
14,848
+702
| +5% | +$38.3K | 6.1% | 4 |
|
|
2021
Q1 | $763K | Buy |
14,146
+2,637
| +23% | +$142K | 8.87% | 3 |
|
|
2020
Q4 | $644K | Buy |
+11,509
| New | +$644K | 14.4% | 3 |
|