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Heritage Wealth Management (Arizona)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$566K Buy
24,820
+2,354
+10% +$53.4K 0.31% 71
2024
Q1 		$517K Buy
22,466
+238
+1% +$5.47K 0.26% 81
2023
Q4 		$518K Buy
+22,228
New +$497K 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% -$40.6K 0.06% 228
2022
Q2 		$249K Sell
10,402
-44,142
-81% -$1.07M 0.08% 192
2022
Q1 		$1.38M Buy
+54,544
New +$1.42M 0.37% 54
2021
Q3 		$3.96M Sell
146,012
-66,518
-31% -$1.82M 1.41% 11
2021
Q2 		$5.8M Buy
+212,530
New +$5.77M 2.2% 8

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