GCA
Gradient Capital 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 | $784K | Sell |
33,721
-1,767
| -5% | -$41.1K | 0.23% | 77 |
|
|
2025
Q1 | $822K | Buy |
35,488
+1,197
| +3% | +$27.7K | 0.27% | 70 |
|
|
2024
Q4 | $778K | Buy |
34,291
+15,785
| +85% | +$358K | 0.25% | 73 |
|
|
2024
Q3 | $879K | Sell |
18,506
-1,486
| -7% | -$70.6K | 0.29% | 69 |
|
|
2024
Q2 | $911K | Sell |
19,992
-435
| -2% | -$19.8K | 0.33% | 62 |
|
|
2024
Q1 | $940K | Buy |
20,427
+98
| +0.5% | +$4.51K | 0.35% | 62 |
|
|
2023
Q4 | $948K | Sell |
20,329
-135
| -0.7% | -$6.29K | 0.36% | 63 |
|
|
2023
Q3 | $905K | Sell |
20,464
-233
| -1% | -$10.3K | 0.38% | 60 |
|
|
2023
Q2 | $955K | Sell |
20,697
-1,393
| -6% | -$64.3K | 0.38% | 60 |
|
|
2023
Q1 | $1.04M | Sell |
22,090
-96
| -0.4% | -$4.5K | 0.44% | 50 |
|
|
2022
Q4 | $1.01M | Sell |
22,186
-390
| -2% | -$17.8K | 0.46% | 50 |
|
|
2022
Q3 | $1.02M | Sell |
22,576
-8,813
| -28% | -$399K | 0.49% | 49 |
|
|
2022
Q2 | $1.5M | Sell |
31,389
-6,847
| -18% | -$328K | 0.72% | 36 |
|
|
2022
Q1 | $1.93M | Sell |
38,236
-51
| -0.1% | -$2.58K | 0.82% | 29 |
|
|
2021
Q4 | $2.06M | Sell |
38,287
-2,349
| -6% | -$127K | 0.86% | 29 |
|
|
2021
Q3 | $2.21M | Sell |
40,636
-157
| -0.4% | -$8.52K | 1.01% | 25 |
|
|
2021
Q2 | $2.23M | Buy |
40,793
+15
| +0% | +$819 | 1.04% | 25 |
|
|
2021
Q1 | $2.2M | Buy |
40,778
+1,539
| +4% | +$83K | 1.16% | 24 |
|
|
2020
Q4 | $2.2M | Sell |
39,239
-2,234
| -5% | -$125K | 1.25% | 24 |
|
|
2020
Q3 | $2.33M | Buy |
41,473
+1,512
| +4% | +$84.8K | 1.45% | 21 |
|
|
2020
Q2 | $2.25M | Buy |
39,961
+741
| +2% | +$41.7K | 1.52% | 18 |
|
|
2020
Q1 | $2.13M | Sell |
39,220
-1,615
| -4% | -$87.6K | 1.72% | 15 |
|
|
2019
Q4 | $2.18M | Buy |
40,835
+76
| +0.2% | +$4.06K | 1.52% | 20 |
|
|
2019
Q3 | $2.2M | Buy |
40,759
+516
| +1% | +$27.8K | 1.64% | 17 |
|
|
2019
Q2 | $2.13M | Sell |
40,243
-13
| -0% | -$689 | 1.64% | 17 |
|
|
2019
Q1 | $2.09M | Sell |
40,256
-247
| -0.6% | -$12.8K | 1.66% | 18 |
|
|
2018
Q4 | $2.05M | Buy |
40,503
+59
| +0.1% | +$2.99K | 1.77% | 13 |
|
|
2018
Q3 | $2.03M | Sell |
40,444
-2,285
| -5% | -$115K | 1.71% | 14 |
|
|
2018
Q2 | $2.16M | Buy |
42,729
+2,160
| +5% | +$109K | 2.01% | 14 |
|
|
2018
Q1 | $2.07M | Buy |
40,569
+2,201
| +6% | +$112K | 2.07% | 13 |
|
|
2017
Q4 | $2M | Buy |
+38,368
| New | +$2M | 2.05% | 13 |
|