Guardian Wealth Management’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 | – | Sell |
-136
| Closed | -$3.15K | – | 177 |
|
|
2025
Q1 | $3.15K | Buy |
136
+8
| +6% | +$185 | ﹤0.01% | 192 |
|
|
2024
Q4 | $2.91K | Buy |
128
+18
| +16% | +$409 | ﹤0.01% | 199 |
|
|
2024
Q3 | $2.61K | Buy |
110
+6
| +6% | +$143 | ﹤0.01% | 209 |
|
|
2024
Q2 | $2.38K | Buy |
104
+12
| +13% | +$274 | ﹤0.01% | 209 |
|
|
2024
Q1 | $2.1K | Buy |
92
+12
| +15% | +$274 | ﹤0.01% | 208 |
|
|
2023
Q4 | $1.89K | Buy |
80
+6
| +8% | +$141 | ﹤0.01% | 221 |
|
|
2023
Q3 | $1.64K | Buy |
74
+8
| +12% | +$177 | ﹤0.01% | 205 |
|
|
2023
Q2 | $1.51K | Buy |
66
+8
| +14% | +$183 | ﹤0.01% | 206 |
|
|
2023
Q1 | $1.38K | Buy |
58
+4
| +7% | +$95 | ﹤0.01% | 219 |
|
|
2022
Q4 | $1.25K | Buy |
54
+8
| +17% | +$184 | ﹤0.01% | 226 |
|
|
2022
Q3 | $1K | Buy |
46
+8
| +21% | +$174 | ﹤0.01% | 224 |
|
|
2022
Q2 | $1K | Buy |
38
+18
| +90% | +$474 | ﹤0.01% | 212 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 222 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 217 |
|