Firethorn Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.18M | Sell |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.72M | Sell |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $392K | Buy |
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