Moisand Fitzgerald Tamayo’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 | $977 | Sell |
42
-266
| -86% | -$6.19K | ﹤0.01% | 540 |
|
|
2025
Q1 | $7.13K | Hold |
308
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $6.99K | Sell |
308
-148
| -32% | -$3.36K | ﹤0.01% | 383 |
|
|
2024
Q3 | $10.8K | Hold |
456
| – | – | ﹤0.01% | 342 |
|
|
2024
Q2 | $10.4K | Hold |
456
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $10.5K | Hold |
456
| – | – | ﹤0.01% | 306 |
|
|
2023
Q4 | $10.6K | Sell |
456
-550
| -55% | -$12.8K | ﹤0.01% | 330 |
|
|
2023
Q3 | $22.2K | Hold |
1,006
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $23.2K | Hold |
1,006
| – | – | ﹤0.01% | 238 |
|
|
2023
Q1 | $23.6K | Hold |
1,006
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $23K | Hold |
1,006
| – | – | 0.01% | 236 |
|
|
2022
Q3 | $23K | Sell |
1,006
-6
| -0.6% | -$137 | 0.01% | 219 |
|
|
2022
Q2 | $24K | Buy |
1,012
+6
| +0.6% | +$142 | 0.01% | 214 |
|
|
2022
Q1 | $25K | Sell |
1,006
-36
| -3% | -$895 | 0.01% | 128 |
|
|
2021
Q4 | $28K | Hold |
1,042
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $28K | Sell |
1,042
-306
| -23% | -$8.22K | 0.01% | 177 |
|
|
2021
Q2 | $37K | Hold |
1,348
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $36K | Hold |
1,348
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $38K | Sell |
1,348
-412
| -23% | -$11.6K | 0.02% | 140 |
|
|
2020
Q3 | $49K | Hold |
1,760
| – | – | 0.03% | 121 |
|
|
2020
Q2 | $49K | Sell |
1,760
-266
| -13% | -$7.41K | 0.03% | 117 |
|
|
2020
Q1 | $55K | Sell |
2,026
-1,240
| -38% | -$33.7K | 0.04% | 108 |
|
|
2019
Q4 | $87K | Sell |
3,266
-122
| -4% | -$3.25K | 0.04% | 102 |
|
|
2019
Q3 | $91K | Sell |
3,388
-914
| -21% | -$24.6K | 0.05% | 97 |
|
|
2019
Q2 | $114K | Sell |
4,302
-30
| -0.7% | -$795 | 0.06% | 89 |
|
|
2019
Q1 | $112K | Sell |
4,332
-1,060
| -20% | -$27.4K | 0.06% | 93 |
|
|
2018
Q4 | $136K | Sell |
5,392
-520
| -9% | -$13.1K | 0.09% | 81 |
|
|
2018
Q3 | $149K | Sell |
5,912
-96
| -2% | -$2.42K | 0.08% | 85 |
|
|
2018
Q2 | $152K | Sell |
6,008
-768
| -11% | -$19.4K | 0.09% | 83 |
|
|
2018
Q1 | $173K | Sell |
6,776
-202
| -3% | -$5.16K | 0.1% | 78 |
|
|
2017
Q4 | $182K | Hold |
6,978
| – | – | 0.11% | 67 |
|
|
2017
Q3 | $183K | Buy |
+6,978
| New | +$183K | 0.11% | 67 |
|
|
2017
Q1 | – | Sell |
-13,866
| Closed | -$357K | – | 63 |
|
|
2016
Q4 | $357K | Sell |
13,866
-1,214
| -8% | -$31.3K | 0.26% | 46 |
|
|
2016
Q3 | $405K | Sell |
15,080
-3,688
| -20% | -$99K | 0.31% | 42 |
|
|
2016
Q2 | $504K | Sell |
18,768
-5,790
| -24% | -$155K | 0.41% | 39 |
|
|
2016
Q1 | $649K | Sell |
24,558
-26,626
| -52% | -$704K | 0.53% | 34 |
|
|
2015
Q4 | $1.32M | Buy |
+51,184
| New | +$1.32M | 1.13% | 25 |
|