DWM
Diversify 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 | $2.1M | Sell |
90,689
-4,713
| -5% | -$109K | 0.13% | 174 |
|
|
2025
Q1 | $2.21M | Sell |
95,402
-8,614
| -8% | -$200K | 0.16% | 157 |
|
|
2024
Q4 | $2.34M | Sell |
104,016
-4,929
| -5% | -$111K | 0.18% | 143 |
|
|
2024
Q3 | $2.52M | Buy |
108,945
+84,874
| +353% | +$1.96M | 0.24% | 107 |
|
|
2024
Q2 | $1.13M | Buy |
+24,071
| New | +$1.13M | 0.14% | 150 |
|