GRP
Global Retirement 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 | $3.09M | Buy |
+133,131
| New | +$3.09M | 0.08% | 236 |
|
|
2024
Q4 | $2.05M | Buy |
90,309
+36,302
| +67% | +$824K | 0.06% | 295 |
|
|
2024
Q3 | $2.57M | Sell |
54,007
-2,730
| -5% | -$130K | 0.08% | 245 |
|
|
2024
Q2 | $2.59M | Buy |
56,737
+3,919
| +7% | +$179K | 0.08% | 234 |
|
|
2024
Q1 | $2.43M | Sell |
52,818
-9,005
| -15% | -$414K | 0.09% | 219 |
|
|
2023
Q4 | $2.86M | Sell |
61,823
-19,706
| -24% | -$911K | 0.12% | 170 |
|
|
2023
Q3 | $3.56M | Sell |
81,529
-3,374
| -4% | -$147K | 0.18% | 117 |
|
|
2023
Q2 | $3.92M | Sell |
84,903
-654
| -0.8% | -$30.2K | 0.19% | 118 |
|
|
2023
Q1 | $4.03M | Buy |
85,557
+15,415
| +22% | +$726K | 0.21% | 103 |
|
|
2022
Q4 | $3.2M | Sell |
70,142
-20,506
| -23% | -$936K | 0.22% | 101 |
|
|
2022
Q3 | $4.05M | Buy |
90,648
+410
| +0.5% | +$18.3K | 0.31% | 70 |
|
|
2022
Q2 | $4.32M | Buy |
90,238
+5,405
| +6% | +$259K | 0.35% | 65 |
|
|
2022
Q1 | $4.14M | Buy |
+84,833
| New | +$4.14M | 0.33% | 70 |
|
|
2021
Q4 | – | Sell |
-77,267
| Closed | -$4.19M | – | 1507 |
|
|
2021
Q3 | $4.19M | Sell |
77,267
-897
| -1% | -$48.7K | 0.41% | 47 |
|
|
2021
Q2 | $4.27M | Buy |
78,164
+60,876
| +352% | +$3.32M | 0.44% | 45 |
|
|
2021
Q1 | $933K | Buy |
17,288
+7,826
| +83% | +$422K | 0.11% | 174 |
|
|
2020
Q4 | $530K | Buy |
9,462
+215
| +2% | +$12K | 0.07% | 233 |
|
|
2020
Q3 | $519K | Buy |
9,247
+1,608
| +21% | +$90.3K | 0.08% | 229 |
|
|
2020
Q2 | $430K | Buy |
7,639
+1,014
| +15% | +$57.1K | 0.07% | 244 |
|
|
2020
Q1 | $360K | Buy |
6,625
+1,389
| +27% | +$75.5K | 0.07% | 235 |
|
|
2019
Q4 | $280K | Buy |
5,236
+92
| +2% | +$4.92K | 0.04% | 319 |
|
|
2019
Q3 | $277K | Buy |
5,144
+1,088
| +27% | +$58.6K | 0.05% | 311 |
|
|
2019
Q2 | $215K | Buy |
4,056
+1,271
| +46% | +$67.4K | 0.04% | 336 |
|
|
2019
Q1 | $145K | Buy |
2,785
+329
| +13% | +$17.1K | 0.04% | 346 |
|
|
2018
Q4 | $124K | Sell |
2,456
-332
| -12% | -$16.8K | 0.03% | 354 |
|
|
2018
Q3 | $140K | Buy |
2,788
+1,240
| +80% | +$62.3K | 0.03% | 349 |
|
|
2018
Q2 | $78K | Buy |
1,548
+153
| +11% | +$7.71K | 0.02% | 434 |
|
|
2018
Q1 | $71K | Buy |
1,395
+154
| +12% | +$7.84K | 0.02% | 449 |
|
|
2017
Q4 | $65K | Buy |
1,241
+890
| +254% | +$46.6K | 0.02% | 443 |
|
|
2017
Q3 | $18K | Buy |
351
+40
| +13% | +$2.05K | 0.01% | 682 |
|
|
2017
Q2 | $16K | Buy |
+311
| New | +$16K | 0.01% | 662 |
|