GC
Garde Capital’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 | $697K | Sell |
29,987
-1,112
| -4% | -$25.8K | 0.04% | 125 |
|
|
2025
Q1 | $720K | Buy |
+31,099
| New | +$720K | 0.04% | 127 |
|
|
2020
Q3 | – | Sell |
-42,403
| Closed | -$2.39M | – | 182 |
|
|
2020
Q2 | $2.39M | Sell |
42,403
-637
| -1% | -$35.8K | 0.35% | 40 |
|
|
2020
Q1 | $2.34M | Sell |
43,040
-2,329
| -5% | -$126K | 0.41% | 37 |
|
|
2019
Q4 | $2.42M | Buy |
45,369
+5,129
| +13% | +$274K | 0.35% | 38 |
|
|
2019
Q3 | $2.17M | Sell |
40,240
-252
| -0.6% | -$13.6K | 0.34% | 40 |
|
|
2019
Q2 | $2.15M | Buy |
40,492
+3,952
| +11% | +$209K | 0.35% | 38 |
|
|
2019
Q1 | $1.9M | Sell |
36,540
-1,469
| -4% | -$76.2K | 0.33% | 40 |
|
|
2018
Q4 | $1.92M | Buy |
38,009
+932
| +3% | +$47.2K | 0.34% | 43 |
|
|
2018
Q3 | $1.85M | Buy |
37,077
+6,297
| +20% | +$313K | 0.31% | 43 |
|
|
2018
Q2 | $1.56M | Buy |
30,780
+2,769
| +10% | +$140K | 0.27% | 48 |
|
|
2018
Q1 | $1.43M | Sell |
28,011
-510
| -2% | -$26K | 0.26% | 47 |
|
|
2017
Q4 | $1.48M | Buy |
28,521
+2,345
| +9% | +$122K | 0.28% | 47 |
|
|
2017
Q3 | $1.37M | Buy |
26,176
+6,002
| +30% | +$314K | 0.27% | 46 |
|
|
2017
Q2 | $1.05M | Buy |
20,174
+1,320
| +7% | +$69K | 0.26% | 42 |
|
|
2017
Q1 | $976K | Buy |
18,854
+3,083
| +20% | +$160K | 0.26% | 44 |
|
|
2016
Q4 | $812K | Buy |
15,771
+9,663
| +158% | +$498K | 0.23% | 45 |
|
|
2016
Q3 | $318K | Buy |
6,108
+836
| +16% | +$43.5K | 0.1% | 115 |
|
|
2016
Q2 | $283K | Sell |
5,272
-2
| -0% | -$107 | 0.09% | 85 |
|
|
2016
Q1 | $279K | Buy |
5,274
+180
| +4% | +$9.52K | 0.09% | 86 |
|
|
2015
Q4 | $262K | Sell |
5,094
-1,014
| -17% | -$52.2K | 0.09% | 84 |
|
|
2015
Q3 | $318K | Buy |
6,108
+479
| +9% | +$24.9K | 0.1% | 115 |
|
|
2015
Q2 | $291K | Buy |
5,629
+863
| +18% | +$44.6K | 0.09% | 117 |
|
|
2015
Q1 | $252K | Sell |
4,766
-189
| -4% | -$9.99K | 0.08% | 126 |
|
|
2014
Q4 | $259K | Sell |
4,955
-292
| -6% | -$15.3K | 0.08% | 120 |
|
|
2014
Q3 | $272K | Buy |
5,247
+214
| +4% | +$11.1K | 0.11% | 83 |
|
|
2014
Q2 | $261K | Buy |
+5,033
| New | +$261K | 0.1% | 80 |
|