FWP
Firethorn Wealth Partners’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 | $2.31M | Sell |
99,340
-8,403
| -8% | -$195K | 1% | 22 |
|
|
2025
Q1 | $2.5M | Sell |
107,743
-1,734
| -2% | -$40.2K | 1.19% | 18 |
|
|
2024
Q4 | $2.49M | Buy |
109,477
+52,335
| +92% | +$1.19M | 1.23% | 19 |
|
|
2024
Q3 | $2.72M | Sell |
57,142
-727
| -1% | -$34.5K | 1.38% | 17 |
|
|
2024
Q2 | $2.64M | Buy |
57,869
+2,688
| +5% | +$123K | 1.49% | 14 |
|
|
2024
Q1 | $2.54M | Buy |
55,181
+4,663
| +9% | +$214K | 1.5% | 14 |
|
|
2023
Q4 | $2.36M | Buy |
50,518
+8,143
| +19% | +$380K | 1.54% | 15 |
|
|
2023
Q3 | $1.87M | Buy |
42,375
+2,986
| +8% | +$132K | 1.44% | 15 |
|
|
2023
Q2 | $1.82M | Sell |
39,389
-1,613
| -4% | -$74.5K | 1.36% | 19 |
|
|
2023
Q1 | $1.91M | Buy |
41,002
+12,470
| +44% | +$580K | 1.49% | 17 |
|
|
2022
Q4 | $1.3M | Sell |
28,532
-5,113
| -15% | -$233K | 1.1% | 19 |
|
|
2022
Q3 | $1.52M | Sell |
33,645
-3,522
| -9% | -$160K | 1.42% | 13 |
|
|
2022
Q2 | $1.83M | Buy |
37,167
+671
| +2% | +$32.9K | 1.48% | 13 |
|
|
2022
Q1 | $1.85M | Buy |
36,496
+25,151
| +222% | +$1.27M | 1.4% | 14 |
|
|
2021
Q4 | $611K | Buy |
+11,345
| New | +$611K | 0.46% | 53 |
|
|
2021
Q2 | $501K | Buy |
9,177
+1,918
| +26% | +$105K | 0.42% | 56 |
|
|
2021
Q1 | $392K | Buy |
7,259
+254
| +4% | +$13.7K | 0.36% | 70 |
|
|
2020
Q4 | $392K | Buy |
+7,005
| New | +$392K | 0.42% | 54 |
|