GWA
Geometric Wealth Advisors’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 | $493K | Buy |
21,216
+471
| +2% | +$10.9K | 0.07% | 44 |
|
|
2025
Q1 | $480K | Buy |
20,745
+234
| +1% | +$5.42K | 0.08% | 44 |
|
|
2024
Q4 | $466K | Buy |
20,511
+11,150
| +119% | +$253K | 0.08% | 43 |
|
|
2024
Q3 | $445K | Buy |
9,361
+1,604
| +21% | +$76.2K | 0.08% | 42 |
|
|
2024
Q2 | $354K | Buy |
7,757
+1,215
| +19% | +$55.4K | 0.07% | 45 |
|
|
2024
Q1 | $301K | Buy |
6,542
+204
| +3% | +$9.38K | 0.07% | 36 |
|
|
2023
Q4 | $295K | Sell |
6,338
-105
| -2% | -$4.9K | 0.08% | 33 |
|
|
2023
Q3 | $285K | Sell |
6,443
-162
| -2% | -$7.17K | 0.09% | 30 |
|
|
2023
Q2 | $304K | Buy |
6,605
+52
| +0.8% | +$2.4K | 0.09% | 26 |
|
|
2023
Q1 | $307K | Sell |
6,553
-1,115
| -15% | -$52.2K | 0.11% | 24 |
|
|
2022
Q4 | $350K | Buy |
7,668
+657
| +9% | +$30K | 0.14% | 20 |
|
|
2022
Q3 | $318K | Buy |
7,011
+44
| +0.6% | +$2K | 0.15% | 18 |
|
|
2022
Q2 | $334K | Sell |
6,967
-128
| -2% | -$6.14K | 0.17% | 21 |
|
|
2022
Q1 | $359K | Buy |
+7,095
| New | +$359K | 1.08% | 18 |
|