IHT 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 | $619K | Buy |
26,620
+2,367
| +10% | +$55K | 0.02% | 637 |
|
|
2025
Q1 | $562K | Sell |
24,253
-2,737
| -10% | -$63.4K | 0.02% | 635 |
|
|
2024
Q4 | $613K | Sell |
26,990
-17,754
| -40% | -$403K | 0.02% | 620 |
|
|
2024
Q3 | $1.06M | Buy |
44,744
+16,952
| +61% | +$403K | 0.03% | 486 |
|
|
2024
Q2 | $633K | Sell |
27,792
-5,886
| -17% | -$134K | 0.02% | 564 |
|
|
2024
Q1 | $775K | Buy |
33,678
+4
| +0% | +$92 | 0.03% | 494 |
|
|
2023
Q4 | $785K | Sell |
33,674
-272
| -0.8% | -$6.34K | 0.04% | 455 |
|
|
2023
Q3 | $751K | Sell |
33,946
-2,512
| -7% | -$55.6K | 0.04% | 421 |
|
|
2023
Q2 | $841K | Buy |
36,458
+6,712
| +23% | +$155K | 0.04% | 380 |
|
|
2023
Q1 | $698K | Sell |
29,746
-11,138
| -27% | -$261K | 0.04% | 404 |
|
|
2022
Q4 | $933K | Sell |
40,884
-2,418
| -6% | -$55.2K | 0.06% | 314 |
|
|
2022
Q3 | $981K | Buy |
+43,302
| New | +$981K | 0.07% | 282 |
|
|
2021
Q4 | – | Sell |
-7,708
| Closed | -$209K | – | 847 |
|
|
2021
Q3 | $209K | Sell |
7,708
-8,702
| -53% | -$236K | 0.02% | 723 |
|
|
2021
Q2 | $448K | Buy |
16,410
+1,640
| +11% | +$44.8K | 0.03% | 564 |
|
|
2021
Q1 | $398K | Buy |
14,770
+8
| +0.1% | +$216 | 0.03% | 533 |
|
|
2020
Q4 | $414K | Buy |
+14,762
| New | +$414K | 0.03% | 469 |
|
|
2020
Q2 | – | Sell |
-8,052
| Closed | -$218K | – | 631 |
|
|
2020
Q1 | $218K | Sell |
8,052
-6,198
| -43% | -$168K | 0.03% | 466 |
|
|
2019
Q4 | $381K | Buy |
+14,250
| New | +$381K | 0.05% | 385 |
|