KWM
Kingsview Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
18,379
+286
| +2% | +$6.65K | 0.01% | 825 |
|
|
2025
Q1 | $419K | Sell |
18,093
-11,290
| -38% | -$261K | 0.01% | 780 |
|
|
2024
Q4 | $667K | Buy |
29,383
+12,008
| +69% | +$273K | 0.01% | 660 |
|
|
2024
Q3 | $826K | Buy |
17,375
+85
| +0.5% | +$4.04K | 0.02% | 580 |
|
|
2024
Q2 | $788K | Sell |
17,290
-1,637
| -9% | -$74.6K | 0.02% | 572 |
|
|
2024
Q1 | $871K | Sell |
18,927
-43
| -0.2% | -$1.98K | 0.02% | 533 |
|
|
2023
Q4 | $884K | Hold |
18,970
| – | – | 0.03% | 500 |
|
|
2023
Q3 | $839K | Sell |
18,970
-1,386
| -7% | -$61.3K | 0.03% | 481 |
|
|
2023
Q2 | $940K | Sell |
20,356
-391
| -2% | -$18K | 0.04% | 427 |
|
|
2023
Q1 | $973K | Sell |
20,747
-2,397
| -10% | -$112K | 0.04% | 410 |
|
|
2022
Q4 | $1.06M | Sell |
23,144
-45
| -0.2% | -$2.05K | 0.05% | 335 |
|
|
2022
Q3 | $1.05M | Sell |
23,189
-329
| -1% | -$14.9K | 0.05% | 319 |
|
|
2022
Q2 | $1.13M | Sell |
23,518
-1,649
| -7% | -$79K | 0.05% | 332 |
|
|
2022
Q1 | $1.27M | Buy |
25,167
+652
| +3% | +$33K | 0.06% | 324 |
|
|
2021
Q4 | $1.32M | Sell |
24,515
-7,804
| -24% | -$421K | 0.06% | 315 |
|
|
2021
Q3 | $1.75M | Sell |
32,319
-9,147
| -22% | -$496K | 0.08% | 252 |
|
|
2021
Q2 | $2.26M | Sell |
41,466
-4,807
| -10% | -$262K | 0.11% | 200 |
|
|
2021
Q1 | $2.5M | Sell |
46,273
-871
| -2% | -$47K | 0.14% | 157 |
|
|
2020
Q4 | $2.64M | Sell |
47,144
-1,180
| -2% | -$66.1K | 0.19% | 123 |
|
|
2020
Q3 | $2.71M | Sell |
48,324
-237
| -0.5% | -$13.3K | 0.24% | 101 |
|
|
2020
Q2 | $2.73M | Sell |
48,561
-460
| -0.9% | -$25.9K | 0.27% | 92 |
|
|
2020
Q1 | $2.66M | Buy |
49,021
+490
| +1% | +$26.6K | 0.36% | 80 |
|
|
2019
Q4 | $2.59M | Buy |
48,531
+1,313
| +3% | +$70.2K | 0.33% | 86 |
|
|
2019
Q3 | $2.54M | Buy |
47,218
+2,270
| +5% | +$122K | 0.4% | 70 |
|
|
2019
Q2 | $2.38M | Buy |
44,948
+474
| +1% | +$25.1K | 0.4% | 68 |
|
|
2019
Q1 | $2.31M | Sell |
44,474
-547
| -1% | -$28.4K | 0.35% | 76 |
|
|
2018
Q4 | $2.28M | Sell |
45,021
-1,753
| -4% | -$88.7K | 0.5% | 59 |
|
|
2018
Q3 | $2.35M | Buy |
46,774
+1,611
| +4% | +$80.9K | 0.48% | 61 |
|
|
2018
Q2 | $2.29M | Buy |
45,163
+624
| +1% | +$31.6K | 0.55% | 56 |
|
|
2018
Q1 | $2.27M | Buy |
44,539
+685
| +2% | +$34.9K | 0.56% | 52 |
|
|
2017
Q4 | $2.28M | Buy |
43,854
+15,968
| +57% | +$831K | 0.81% | 28 |
|
|
2017
Q3 | $1.46M | Buy |
27,886
+7,250
| +35% | +$380K | 0.64% | 41 |
|
|
2017
Q2 | $1.08M | Sell |
20,636
-6,614
| -24% | -$346K | 0.55% | 54 |
|
|
2017
Q1 | $1.41M | Buy |
+27,250
| New | +$1.41M | 0.84% | 25 |
|