Daymark Wealth 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 | $27.3M | Buy |
1,175,683
+910,577
| +343% | +$21.2M | 1.04% | 16 |
|
|
2025
Q1 | $6.14M | Buy |
265,106
+24,974
| +10% | +$578K | 0.26% | 81 |
|
|
2024
Q4 | $5.45M | Buy |
240,132
+31,332
| +15% | +$711K | 0.23% | 93 |
|
|
2024
Q3 | $4.96M | Buy |
208,800
+13,878
| +7% | +$330K | 0.21% | 98 |
|
|
2024
Q2 | $4.44M | Sell |
194,922
-83,502
| -30% | -$1.9M | 0.2% | 100 |
|
|
2024
Q1 | $6.4M | Buy |
278,424
+63,348
| +29% | +$1.46M | 0.34% | 70 |
|
|
2023
Q4 | $5.01M | Sell |
215,076
-183,702
| -46% | -$4.28M | 0.31% | 79 |
|
|
2023
Q3 | $8.82M | Sell |
398,778
-179,590
| -31% | -$3.97M | 0.61% | 42 |
|
|
2023
Q2 | $13.3M | Buy |
578,368
+457,034
| +377% | +$10.5M | 0.99% | 23 |
|
|
2023
Q1 | $2.85M | Buy |
121,334
+96,370
| +386% | +$2.26M | 0.38% | 67 |
|
|
2022
Q4 | $570K | Buy |
+24,964
| New | +$570K | 0.1% | 137 |
|