CWA
Clearview Wealth Advisors’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 | $11.1M | Sell |
479,299
-6,395
| -1% | -$149K | 7.76% | 2 |
|
|
2025
Q1 | $11.2M | Sell |
485,694
-3,013
| -0.6% | -$69.8K | 8.4% | 2 |
|
|
2024
Q4 | $11.1M | Buy |
488,707
+253,441
| +108% | +$5.75M | 8.43% | 2 |
|
|
2024
Q3 | $11.2M | Buy |
235,266
+28,167
| +14% | +$1.34M | 8.62% | 2 |
|
|
2024
Q2 | $9.44M | Buy |
207,099
+102,539
| +98% | +$4.67M | 8.24% | 2 |
|
|
2024
Q1 | $4.81M | Buy |
104,560
+65,145
| +165% | +$3M | 4.91% | 3 |
|
|
2023
Q4 | $1.84M | Buy |
39,415
+2,279
| +6% | +$106K | 2.14% | 9 |
|
|
2023
Q3 | $1.64M | Sell |
37,136
-134
| -0.4% | -$5.93K | 2.03% | 8 |
|
|
2023
Q2 | $1.72M | Buy |
37,270
+1,558
| +4% | +$71.9K | 1.75% | 11 |
|
|
2023
Q1 | $1.68M | Sell |
35,712
-67,711
| -65% | -$3.18M | 1.7% | 10 |
|
|
2022
Q4 | $4.72M | Sell |
103,423
-35,794
| -26% | -$1.63M | 3.65% | 4 |
|
|
2022
Q3 | $6.31M | Buy |
139,217
+3,075
| +2% | +$139K | 5% | 5 |
|
|
2022
Q2 | $6.52M | Sell |
136,142
-33,477
| -20% | -$1.6M | 4.88% | 5 |
|
|
2022
Q1 | $8.58M | Buy |
+169,619
| New | +$8.58M | 5.63% | 4 |
|