Heritage Wealth Advisors’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 | $16.7K | Buy |
718
+1
| +0.1% | +$23 | ﹤0.01% | 385 |
|
|
2025
Q1 | $16.6K | Buy |
717
+13
| +2% | +$301 | ﹤0.01% | 386 |
|
|
2024
Q4 | $16K | Buy |
704
+40
| +6% | +$907 | ﹤0.01% | 404 |
|
|
2024
Q3 | $15.8K | Buy |
664
+2
| +0.3% | +$47 | ﹤0.01% | 414 |
|
|
2024
Q2 | $15.1K | Hold |
662
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $15.2K | Hold |
662
| – | – | ﹤0.01% | 415 |
|
|
2023
Q4 | $15.4K | Buy |
662
+12
| +2% | +$280 | ﹤0.01% | 429 |
|
|
2023
Q3 | $14.4K | Hold |
650
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $15K | Buy |
650
+2
| +0.3% | +$46 | ﹤0.01% | 414 |
|
|
2023
Q1 | $15.2K | Hold |
648
| – | – | ﹤0.01% | 418 |
|
|
2022
Q4 | $14.8K | Hold |
648
| – | – | ﹤0.01% | 428 |
|
|
2022
Q3 | $14.7K | Hold |
648
| – | – | ﹤0.01% | 401 |
|
|
2022
Q2 | $16K | Sell |
648
-2,774
| -81% | -$68.5K | ﹤0.01% | 439 |
|
|
2022
Q1 | $87K | Sell |
3,422
-460
| -12% | -$11.7K | ﹤0.01% | 266 |
|
|
2021
Q4 | $105K | Buy |
3,882
+980
| +34% | +$26.5K | 0.01% | 261 |
|
|
2021
Q3 | $78.7K | Hold |
2,902
| – | – | ﹤0.01% | 276 |
|
|
2021
Q2 | $79.2K | Hold |
2,902
| – | – | ﹤0.01% | 280 |
|
|
2021
Q1 | $78.3K | Sell |
2,902
-1,194
| -29% | -$32.2K | ﹤0.01% | 284 |
|
|
2020
Q4 | $115K | Buy |
4,096
+182
| +5% | +$5.11K | 0.01% | 244 |
|
|
2020
Q3 | $110K | Sell |
3,914
-200
| -5% | -$5.61K | 0.01% | 198 |
|
|
2020
Q2 | $116K | Sell |
4,114
-150
| -4% | -$4.22K | 0.02% | 190 |
|
|
2020
Q1 | $116K | Sell |
4,264
-60
| -1% | -$1.63K | 0.02% | 179 |
|
|
2019
Q4 | $116K | Hold |
4,324
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $116K | Sell |
4,324
-2,410
| -36% | -$64.7K | 0.02% | 196 |
|
|
2019
Q2 | $178K | Sell |
6,734
-132
| -2% | -$3.5K | 0.03% | 152 |
|
|
2019
Q1 | $178K | Buy |
6,866
+4,406
| +179% | +$114K | 0.03% | 137 |
|
|
2018
Q4 | $62K | Hold |
2,460
| – | – | 0.01% | 183 |
|
|
2018
Q3 | $61K | Buy |
+2,460
| New | +$61K | 0.01% | 182 |
|