MWM
Maripau 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 | $866K | Sell |
37,267
-7,292
| -16% | -$170K | 0.44% | 54 |
|
|
2025
Q1 | $1.03M | Sell |
44,559
-9,271
| -17% | -$215K | 0.59% | 42 |
|
|
2024
Q4 | $1.22M | Buy |
53,830
+17,787
| +49% | +$404K | 0.72% | 33 |
|
|
2024
Q3 | $1.71M | Sell |
36,043
-2,601
| -7% | -$124K | 1.48% | 21 |
|
|
2024
Q2 | $1.76M | Buy |
38,644
+1,167
| +3% | +$53.2K | 1.2% | 20 |
|
|
2024
Q1 | $1.72M | Sell |
37,477
-1,417
| -4% | -$65.2K | 1.29% | 17 |
|
|
2023
Q4 | $1.81M | Sell |
38,894
-7,854
| -17% | -$366K | 1.58% | 14 |
|
|
2023
Q3 | $2.07M | Buy |
46,748
+525
| +1% | +$23.2K | 1.9% | 13 |
|
|
2023
Q2 | $2.13M | Buy |
46,223
+6,378
| +16% | +$294K | 1.9% | 17 |
|
|
2023
Q1 | $1.87M | Sell |
39,845
-1,355
| -3% | -$63.6K | 1.94% | 15 |
|
|
2022
Q4 | $1.95M | Buy |
41,200
+9,398
| +30% | +$445K | 2.03% | 14 |
|
|
2022
Q3 | $1.42M | Buy |
31,802
+652
| +2% | +$29.1K | 1.53% | 17 |
|
|
2022
Q2 | $1.53M | Sell |
31,150
-4,742
| -13% | -$233K | 1.65% | 16 |
|
|
2022
Q1 | $1.74M | Buy |
35,892
+7,619
| +27% | +$370K | 1.57% | 16 |
|
|
2021
Q4 | $1.46M | Buy |
+28,273
| New | +$1.46M | 1.38% | 18 |
|