Guardian Financial Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
228,321
+21,064
| +10% | +$490K | 2.38% | 16 |
|
|
2025
Q1 | $4.8M | Sell |
207,257
-1,983
| -0.9% | -$45.9K | 2.3% | 15 |
|
|
2024
Q4 | $4.75M | Buy |
209,240
+45,252
| +28% | +$1.03M | 2.82% | 13 |
|
|
2024
Q3 | $3.9M | Sell |
163,988
-902
| -0.5% | -$21.4K | 2.44% | 15 |
|
|
2024
Q2 | $3.76M | Sell |
164,890
-1,520
| -0.9% | -$34.6K | 2.49% | 15 |
|
|
2024
Q1 | $3.83M | Buy |
166,410
+14,174
| +9% | +$326K | 2.62% | 15 |
|
|
2023
Q4 | $3.55M | Buy |
152,236
+39,828
| +35% | +$928K | 2.91% | 13 |
|
|
2023
Q3 | $2.49M | Buy |
+112,408
| New | +$2.49M | 2.34% | 15 |
|
|
2023
Q2 | – | Sell |
-107,804
| Closed | -$2.53M | – | 36 |
|
|
2023
Q1 | $2.53M | Buy |
107,804
+5,700
| +6% | +$134K | 2.54% | 10 |
|
|
2022
Q4 | $2.33M | Buy |
102,104
+1,144
| +1% | +$26.1K | 2.47% | 10 |
|
|
2022
Q3 | $2.29M | Buy |
100,960
+8,230
| +9% | +$186K | 2.65% | 10 |
|
|
2022
Q2 | $2.22M | Sell |
92,730
-82
| -0.1% | -$1.96K | 2.49% | 7 |
|
|
2022
Q1 | $2.25M | Buy |
92,812
+3,920
| +4% | +$95.1K | 2.32% | 9 |
|
|
2021
Q4 | $2.4M | Buy |
+88,892
| New | +$2.4M | 2.29% | 8 |
|