Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.39M | Sell |
148,568
-1,698
| -1% | -$38.7K | 0.71% | 23 |
|
|
2024
Q1 | $3.46M | Buy |
150,266
+17,428
| +13% | +$401K | 0.74% | 21 |
|
|
2023
Q4 | $3.1M | Sell |
132,838
-20,408
| -13% | -$476K | 0.75% | 18 |
|
|
2023
Q3 | $3.39M | Buy |
153,246
+4,196
| +3% | +$92.8K | 0.89% | 17 |
|
|
2023
Q2 | $3.44M | Buy |
149,050
+3,948
| +3% | +$91.1K | 0.95% | 17 |
|
|
2023
Q1 | $3.4M | Buy |
145,102
+12,634
| +10% | +$296K | 0.96% | 14 |
|
|
2022
Q4 | $3.13M | Sell |
132,468
-3,138
| -2% | -$74.2K | 0.88% | 18 |
|
|
2022
Q3 | $3.04M | Sell |
135,606
-4,268
| -3% | -$95.8K | 0.99% | 17 |
|
|
2022
Q2 | $3.43M | Buy |
139,874
+1,674
| +1% | +$41.1K | 1.02% | 17 |
|
|
2022
Q1 | $3.49M | Sell |
138,200
-96
| -0.1% | -$2.43K | 0.96% | 15 |
|
|
2021
Q4 | $3.73M | Buy |
138,296
+4,030
| +3% | +$109K | 1.11% | 13 |
|
|
2021
Q3 | $3.64M | Buy |
134,266
+3,204
| +2% | +$86.9K | 1.29% | 13 |
|
|
2021
Q2 | $3.58M | Buy |
131,062
+7,328
| +6% | +$200K | 1.3% | 13 |
|
|
2021
Q1 | $3.34M | Sell |
123,734
-2,012
| -2% | -$54.3K | 1.33% | 13 |
|
|
2020
Q4 | $3.52M | Buy |
125,746
+2,750
| +2% | +$77K | 1.71% | 11 |
|
|
2020
Q3 | $3.45M | Buy |
122,996
+1,406
| +1% | +$39.4K | 1.85% | 12 |
|
|
2020
Q2 | $3.42M | Buy |
121,590
+436
| +0.4% | +$12.3K | 1.92% | 12 |
|
|
2020
Q1 | $3.29M | Sell |
121,154
-9,374
| -7% | -$254K | 1.85% | 12 |
|
|
2019
Q4 | $3.49M | Sell |
130,528
-4,218
| -3% | -$113K | 1.57% | 13 |
|
|
2019
Q3 | $3.63M | Buy |
134,746
+11,144
| +9% | +$300K | 1.65% | 13 |
|
|
2019
Q2 | $3.28M | Sell |
123,602
-3,056
| -2% | -$81K | 1.53% | 12 |
|
|
2019
Q1 | $3.29M | Sell |
126,658
-1,566
| -1% | -$40.6K | 1.55% | 13 |
|
|
2018
Q4 | $3.24M | Buy |
128,224
+16,996
| +15% | +$430K | 1.65% | 14 |
|
|
2018
Q3 | $2.8M | Buy |
111,228
+3,758
| +3% | +$94.4K | 1.46% | 10 |
|
|
2018
Q2 | $2.72M | Buy |
107,470
+1,540
| +1% | +$39K | 1.44% | 10 |
|
|
2018
Q1 | $2.7M | Buy |
105,930
+53,728
| +103% | +$1.37M | 1.53% | 9 |
|
|
2017
Q4 | $1.36M | Buy |
52,202
+170
| +0.3% | +$4.42K | 0.74% | 12 |
|
|
2017
Q3 | $1.36M | Buy |
52,032
+2,876
| +6% | +$75.3K | 0.76% | 11 |
|
|
2017
Q2 | $1.28M | Buy |
+49,156
| New | +$1.28M | 0.75% | 11 |
|