Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $566K | Buy |
24,820
+2,354
| +10% | +$53.6K | 0.31% | 71 |
|
|
2024
Q1 | $517K | Buy |
22,466
+238
| +1% | +$5.47K | 0.26% | 81 |
|
|
2023
Q4 | $518K | Buy |
+22,228
| New | +$518K | 0.28% | 78 |
|
|
2022
Q4 | $454K | Buy |
19,876
+11,180
| +129% | +$255K | 0.06% | 229 |
|
|
2022
Q3 | $197K | Sell |
8,696
-1,706
| -16% | -$38.6K | 0.06% | 228 |
|
|
2022
Q2 | $249K | Sell |
10,402
-44,142
| -81% | -$1.06M | 0.08% | 192 |
|
|
2022
Q1 | $1.38M | Buy |
+54,544
| New | +$1.38M | 0.37% | 54 |
|
|
2021
Q3 | $3.96M | Sell |
146,012
-66,518
| -31% | -$1.8M | 1.41% | 11 |
|
|
2021
Q2 | $5.8M | Buy |
+212,530
| New | +$5.8M | 2.2% | 8 |
|