GFWA
Grey Fox 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 | $3.26M | Sell |
140,184
-6,320
| -4% | -$147K | 0.78% | 24 |
|
|
2025
Q1 | $3.39M | Sell |
146,504
-7,421
| -5% | -$172K | 0.91% | 21 |
|
|
2024
Q4 | $3.49M | Buy |
153,925
+86,885
| +130% | +$1.97M | 0.96% | 18 |
|
|
2024
Q3 | $3.19M | Sell |
67,040
-1,183
| -2% | -$56.2K | 0.89% | 21 |
|
|
2024
Q2 | $3.11M | Buy |
68,223
+1,810
| +3% | +$82.5K | 1.09% | 16 |
|
|
2024
Q1 | $3.06M | Sell |
66,413
-814
| -1% | -$37.4K | 1.15% | 16 |
|
|
2023
Q4 | $3.13M | Sell |
67,227
-5,180
| -7% | -$241K | 1.36% | 14 |
|
|
2023
Q3 | $3.2M | Buy |
72,407
+35,580
| +97% | +$1.57M | 1.61% | 12 |
|
|
2023
Q2 | $1.7M | Sell |
36,827
-1,131
| -3% | -$52.2K | 0.87% | 27 |
|
|
2023
Q1 | $1.78M | Sell |
37,958
-3,515
| -8% | -$165K | 1.05% | 23 |
|
|
2022
Q4 | $1.89M | Buy |
+41,473
| New | +$1.89M | 1.25% | 22 |
|