Independent Solutions 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 | $6.54M | Sell |
281,458
-2,484
| -0.9% | -$57.7K | 1.28% | 21 |
|
|
2025
Q1 | $6.58M | Buy |
283,942
+11,439
| +4% | +$265K | 1.47% | 18 |
|
|
2024
Q4 | $6.19M | Sell |
272,503
-35,477
| -12% | -$805K | 1.35% | 22 |
|
|
2024
Q3 | $7.32M | Buy |
307,980
+27,462
| +10% | +$652K | 1.65% | 16 |
|
|
2024
Q2 | $6.39M | Sell |
280,518
-1,036
| -0.4% | -$23.6K | 1.46% | 17 |
|
|
2024
Q1 | $6.48M | Buy |
281,554
+19,162
| +7% | +$441K | 1.54% | 16 |
|
|
2023
Q4 | $6.12M | Buy |
262,392
+4,714
| +2% | +$110K | 1.57% | 16 |
|
|
2023
Q3 | $5.7M | Buy |
257,678
+46,604
| +22% | +$1.03M | 1.48% | 16 |
|
|
2023
Q2 | $4.87M | Buy |
211,074
+13,154
| +7% | +$304K | 1.23% | 17 |
|
|
2023
Q1 | $4.64M | Buy |
197,920
+22,448
| +13% | +$527K | 1.37% | 15 |
|
|
2022
Q4 | $4.01M | Buy |
175,472
+13,324
| +8% | +$304K | 1.22% | 17 |
|
|
2022
Q3 | $3.67M | Buy |
162,148
+3,048
| +2% | +$69.1K | 1.2% | 17 |
|
|
2022
Q2 | $3.81M | Buy |
159,100
+6,854
| +5% | +$164K | 1.19% | 17 |
|
|
2022
Q1 | $3.85M | Buy |
152,246
+7,446
| +5% | +$188K | 0.91% | 23 |
|
|
2021
Q4 | $3.9M | Buy |
144,800
+1,782
| +1% | +$48K | 0.92% | 26 |
|
|
2021
Q3 | $3.88M | Buy |
143,018
+5,484
| +4% | +$149K | 0.96% | 23 |
|
|
2021
Q2 | $3.75M | Buy |
137,534
+13,126
| +11% | +$358K | 0.91% | 27 |
|
|
2021
Q1 | $3.36M | Buy |
124,408
+22,140
| +22% | +$597K | 0.92% | 25 |
|
|
2020
Q4 | $2.87M | Sell |
102,268
-40
| -0% | -$1.12K | 0.89% | 26 |
|
|
2020
Q3 | $2.87M | Sell |
102,308
-17,430
| -15% | -$489K | 1.09% | 22 |
|
|
2020
Q2 | $3.37M | Buy |
119,738
+7,654
| +7% | +$215K | 1.44% | 18 |
|
|
2020
Q1 | $3.04M | Sell |
112,084
-9,804
| -8% | -$266K | 1.68% | 16 |
|
|
2019
Q4 | $3.26M | Buy |
+121,888
| New | +$3.26M | 1.44% | 17 |
|