GWWM
Great Waters Wealth Management’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 | $1.1M | Buy |
47,243
+4,847
| +11% | +$113K | 0.14% | 40 |
|
|
2025
Q1 | $982K | Sell |
42,396
-2,024
| -5% | -$46.9K | 0.14% | 42 |
|
|
2024
Q4 | $1.01M | Buy |
44,420
+19,786
| +80% | +$449K | 0.13% | 44 |
|
|
2024
Q3 | $1.17M | Buy |
24,634
+329
| +1% | +$15.6K | 0.16% | 41 |
|
|
2024
Q2 | $1.11M | Sell |
24,305
-674
| -3% | -$30.7K | 0.17% | 40 |
|
|
2024
Q1 | $1.15M | Buy |
24,979
+1,055
| +4% | +$48.5K | 0.19% | 41 |
|
|
2023
Q4 | $1.11M | Buy |
23,924
+295
| +1% | +$13.7K | 0.2% | 38 |
|
|
2023
Q3 | $1.03M | Sell |
23,629
-635
| -3% | -$27.7K | 0.2% | 40 |
|
|
2023
Q2 | $1.12M | Sell |
24,264
-385
| -2% | -$17.8K | 0.22% | 39 |
|
|
2023
Q1 | $1.15M | Buy |
24,649
+468
| +2% | +$21.8K | 0.24% | 39 |
|
|
2022
Q4 | $1.14M | Buy |
+24,181
| New | +$1.14M | 0.25% | 40 |
|