Meridian Wealth Partners’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 | $677K | Sell |
29,132
-605
| -2% | -$14.1K | 0.1% | 50 |
|
|
2025
Q1 | $689K | Buy |
29,737
+115
| +0.4% | +$2.66K | 0.11% | 48 |
|
|
2024
Q4 | $672K | Buy |
29,622
+26
| +0.1% | +$590 | 0.1% | 51 |
|
|
2024
Q3 | $703K | Sell |
29,596
-212
| -0.7% | -$5.04K | 0.11% | 48 |
|
|
2024
Q2 | $679K | Sell |
29,808
-248
| -0.8% | -$5.65K | 0.12% | 45 |
|
|
2024
Q1 | $691K | Sell |
30,056
-346
| -1% | -$7.96K | 0.12% | 45 |
|
|
2023
Q4 | $709K | Sell |
30,402
-1,318
| -4% | -$30.7K | 0.14% | 43 |
|
|
2023
Q3 | $701K | Sell |
31,720
-162
| -0.5% | -$3.58K | 0.15% | 40 |
|
|
2023
Q2 | $736K | Sell |
31,882
-11,898
| -27% | -$275K | 0.15% | 39 |
|
|
2023
Q1 | $1.03M | Buy |
43,780
+480
| +1% | +$11.3K | 0.22% | 32 |
|
|
2022
Q4 | $988K | Sell |
43,300
-242
| -0.6% | -$5.52K | 0.23% | 32 |
|
|
2022
Q3 | $986K | Buy |
43,542
+174
| +0.4% | +$3.94K | 0.25% | 31 |
|
|
2022
Q2 | $1.04M | Buy |
43,368
+170
| +0.4% | +$4.07K | 0.25% | 29 |
|
|
2022
Q1 | $1.09M | Buy |
43,198
+616
| +1% | +$15.6K | 0.23% | 32 |
|
|
2021
Q4 | $1.15M | Buy |
42,582
+1,810
| +4% | +$48.8K | 0.23% | 31 |
|
|
2021
Q3 | $1.11M | Buy |
40,772
+2,862
| +8% | +$77.6K | 0.24% | 30 |
|
|
2021
Q2 | $1.04M | Buy |
37,910
+12,270
| +48% | +$335K | 0.24% | 31 |
|
|
2021
Q1 | $692K | Buy |
25,640
+64
| +0.3% | +$1.73K | 0.21% | 35 |
|
|
2020
Q4 | $717K | Buy |
25,576
+3,852
| +18% | +$108K | 0.3% | 29 |
|
|
2020
Q3 | $609K | Buy |
21,724
+4,984
| +30% | +$140K | 0.31% | 29 |
|
|
2020
Q2 | $471K | Buy |
16,740
+2,422
| +17% | +$68.1K | 0.25% | 33 |
|
|
2020
Q1 | $389K | Buy |
14,318
+2,520
| +21% | +$68.5K | 0.23% | 35 |
|
|
2019
Q4 | $315K | Buy |
+11,798
| New | +$315K | 0.2% | 36 |
|