Destination Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Destination Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.1M	Sell	1,555,452 -390,324	-20%	-$9.13M	0.94%	35
2025 Q4	$45.5M	Buy	1,945,776 +567,128	+41%	+$13.3M	1.19%	29
2025 Q3	$32.4M	Sell	1,378,648 -87,327	-6%	-$2.03M	0.89%	35
2025 Q2	$34.1M	Sell	1,465,975 -225,327	-13%	-$5.17M	1%	33
2025 Q1	$39.2M	Sell	1,691,302 -727,760	-30%	-$16.7M	1.23%	27
2024 Q4	$54.9M	Buy	2,419,062 +304,968	+14%	+$7.05M	1.72%	22
2024 Q3	$50.2M	Sell	2,114,094 -54,228	-3%	-$1.27M	1.56%	22
2024 Q2	$49.4M	Sell	2,168,322 -221,658	-9%	-$5.02M	1.63%	19
2024 Q1	$55M	Sell	2,389,980 -2,671,124	-53%	-$61.4M	1.83%	18
2023 Q4	$118M	Buy	5,061,104 +3,287,568	+185%	+$73.5M	4.09%	2
2023 Q3	$39.2M	Sell	1,773,536 -245,560	-12%	-$5.56M	1.53%	21
2023 Q2	$46.6M	Sell	2,019,096 -202,506	-9%	-$4.71M	1.74%	18
2023 Q1	$52.1M	Sell	2,221,602 -2,645,548	-54%	-$61.6M	1.97%	12
2022 Q4	$111M	Buy	4,867,150 +3,949,648	+430%	+$89.9M	4.42%	2
2022 Q3	$20.8M	Sell	917,502 -1,493,058	-62%	-$35.5M	0.87%	38
2022 Q2	$57.7M	Buy	2,410,560 +1,842,392	+324%	+$44.6M	2.33%	9
2022 Q1	$14.4M	Sell	568,168 -1,250,860	-69%	-$32.5M	0.53%	61
2021 Q4	$49M	Buy	1,819,028 +1,214,232	+201%	+$32.8M	1.74%	17
2021 Q3	$16.4M	Sell	604,796 -16,608	-3%	-$455K	0.64%	60
2021 Q2	$17M	Sell	621,404 -41,226	-6%	-$1.12M	0.65%	60
2021 Q1	$17.9M	Sell	662,630 -277,378	-30%	-$7.61M	0.74%	49
2020 Q4	$26.3M	Buy	940,008 +373,730	+66%	+$10.5M	1.15%	32
2020 Q3	$15.9M	Buy	566,278 +45,478	+9%	+$1.28M	0.8%	47
2020 Q2	$14.6M	Buy	520,800 +47,576	+10%	+$1.32M	0.79%	48
2020 Q1	$12.8M	Sell	473,224 -39,624	-8%	-$1.07M	0.79%	45
2019 Q4	$13.7M	Sell	512,848 -48,400	-9%	-$1.3M	0.7%	47
2019 Q3	$15.1M	Buy	561,248 +90	+0%	+$2.41K	0.82%	42
2019 Q2	$14.9M	Sell	561,158 -9,064	-2%	-$236K	0.82%	40
2019 Q1	$14.8M	Sell	570,222 -4,517,746	-89%	-$115M	0.83%	38
2018 Q4	$129M	Buy	5,087,968 +4,807,480	+1,714%	+$120M	7.75%	1
2018 Q3	$7.05M	Buy	280,488 +73,828	+36%	+$1.86M	0.39%	53
2018 Q2	$5.23M	Sell	206,660 -884,038	-81%	-$22.3M	0.31%	59
2018 Q1	$27.2M	Sell	1,090,698 -90,796	-8%	-$2.32M	1.66%	13
2017 Q4	$30.7M	Buy	1,181,494 +949,674	+410%	+$24.8M	1.87%	14
2017 Q3	$6.07M	Sell	231,820 -10,330	-4%	-$271K	0.39%	55
2017 Q2	$6.33M	Buy	242,150 +4,574	+2%	+$119K	0.42%	53
2017 Q1	$6.15M	Sell	237,576 -923,562	-80%	-$23.8M	0.42%	48
2016 Q4	$29.9M	Buy	1,161,138 +976,260	+528%	+$25.5M	2.2%	11
2016 Q3	$4.96M	Sell	184,878 -2,630	-1%	-$70.6K	0.38%	48
2016 Q2	$5.04M	Buy	187,508 +46,950	+33%	+$1.24M	0.41%	42
2016 Q1	$3.62M	Hold	140,558	–	–	0.35%	52
2015 Q4	$3.62M	Buy	+140,558	New	+$3.64M	0.35%	52