GWWM
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Great Waters Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Great Waters Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Sell
44,782
-558
-1% -$12.9K 0.1% 45
2026
Q1 		$1.05M Sell
45,340
-419
-0.9% -$9.81K 0.11% 42
2025
Q4 		$1.07M Sell
45,759
-46
-0.1% -$1.08K 0.12% 41
2025
Q3 		$1.08M Sell
45,805
-1,438
-3% -$33.4K 0.13% 41
2025
Q2 		$1.1M Buy
47,243
+4,847
+11% +$111K 0.14% 40
2025
Q1 		$982K Sell
42,396
-2,024
-5% -$46.4K 0.14% 42
2024
Q4 		$1.01M Sell
44,420
-4,848
-10% -$112K 0.13% 44
2024
Q3 		$1.17M Buy
49,268
+658
+1% +$15.4K 0.16% 41
2024
Q2 		$1.11M Sell
48,610
-1,348
-3% -$30.6K 0.17% 40
2024
Q1 		$1.15M Buy
49,958
+2,110
+4% +$48.5K 0.19% 41
2023
Q4 		$1.11M Buy
47,848
+590
+1% +$13.2K 0.2% 38
2023
Q3 		$1.03M Sell
47,258
-1,270
-3% -$28.8K 0.2% 40
2023
Q2 		$1.12M Sell
48,528
-770
-2% -$17.9K 0.22% 39
2023
Q1 		$1.15M Buy
49,298
+936
+2% +$21.8K 0.24% 39
2022
Q4 		$1.14M Buy
+48,362
New +$1.1M 0.25% 40

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CCWA
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RWP
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AFP
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CWS
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CMA
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CWMS
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