Forthright Family Wealth Advisory’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 | $9.77M | Sell |
420,274
-11,666
| -3% | -$271K | 6.19% | 7 |
|
|
2025
Q1 | $10M | Sell |
431,940
-9,397
| -2% | -$218K | 6.61% | 5 |
|
|
2024
Q4 | $10M | Sell |
441,337
-369,505
| -46% | -$8.39M | 6.51% | 5 |
|
|
2024
Q3 | $9.44M | Buy |
810,842
+526,054
| +185% | +$6.12M | 6.06% | 6 |
|
|
2024
Q2 | $6.49M | Buy |
284,788
+33,216
| +13% | +$757K | 4.18% | 4 |
|
|
2024
Q1 | $5.79M | Buy |
251,572
+46,570
| +23% | +$1.07M | 3.88% | 5 |
|
|
2023
Q4 | $4.78M | Buy |
+205,002
| New | +$4.78M | 3.74% | 6 |
|