Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
324,053
+23,634
| +8% | +$549K | 2.14% | 16 |
|
|
2025
Q1 | $6.96M | Buy |
300,419
+24,471
| +9% | +$567K | 2.08% | 19 |
|
|
2024
Q4 | $6.26M | Buy |
275,948
+25,508
| +10% | +$579K | 1.88% | 19 |
|
|
2024
Q3 | $5.95M | Buy |
250,440
+14,058
| +6% | +$334K | 1.75% | 20 |
|
|
2024
Q2 | $5.39M | Buy |
236,382
+22,588
| +11% | +$515K | 1.69% | 22 |
|
|
2024
Q1 | $4.92M | Buy |
213,794
+11,790
| +6% | +$271K | 1.56% | 23 |
|
|
2023
Q4 | $4.71M | Sell |
202,004
-20,548
| -9% | -$479K | 1.58% | 23 |
|
|
2023
Q3 | $4.92M | Buy |
222,552
+56,374
| +34% | +$1.25M | 1.79% | 22 |
|
|
2023
Q2 | $3.84M | Buy |
166,178
+5,102
| +3% | +$118K | 1.37% | 28 |
|
|
2023
Q1 | $3.78M | Buy |
161,076
+5,718
| +4% | +$134K | 1.41% | 28 |
|
|
2022
Q4 | $3.55M | Buy |
155,358
+1,302
| +0.8% | +$29.7K | 1.39% | 29 |
|
|
2022
Q3 | $3.49M | Buy |
154,056
+5,506
| +4% | +$125K | 1.46% | 28 |
|
|
2022
Q2 | $3.56M | Sell |
148,550
-154
| -0.1% | -$3.69K | 1.37% | 28 |
|
|
2022
Q1 | $3.76M | Sell |
148,704
-4,206
| -3% | -$106K | 1.26% | 29 |
|
|
2021
Q4 | $4.12M | Sell |
152,910
-8,848
| -5% | -$238K | 1.33% | 29 |
|
|
2021
Q3 | $4.39M | Buy |
161,758
+10,864
| +7% | +$295K | 1.49% | 28 |
|
|
2021
Q2 | $4.12M | Buy |
150,894
+8,416
| +6% | +$230K | 1.4% | 28 |
|
|
2021
Q1 | $3.84M | Buy |
142,478
+9,824
| +7% | +$265K | 1.39% | 28 |
|
|
2020
Q4 | $3.72M | Buy |
132,654
+8,944
| +7% | +$251K | 1.4% | 29 |
|
|
2020
Q3 | $3.47M | Buy |
123,710
+7,546
| +6% | +$212K | 1.5% | 28 |
|
|
2020
Q2 | $3.27M | Sell |
116,164
-18,952
| -14% | -$533K | 1.53% | 27 |
|
|
2020
Q1 | $3.67M | Buy |
135,116
+5,188
| +4% | +$141K | 1.87% | 24 |
|
|
2019
Q4 | $3.47M | Buy |
129,928
+3,298
| +3% | +$88.1K | 1.48% | 27 |
|
|
2019
Q3 | $3.41M | Sell |
126,630
-570
| -0.4% | -$15.3K | 1.51% | 25 |
|
|
2019
Q2 | $3.37M | Buy |
127,200
+1,050
| +0.8% | +$27.8K | 1.51% | 25 |
|
|
2019
Q1 | $3.27M | Sell |
126,150
-4,000
| -3% | -$104K | 1.5% | 25 |
|
|
2018
Q4 | $3.29M | Buy |
130,150
+5,918
| +5% | +$150K | 1.62% | 23 |
|
|
2018
Q3 | $3.12M | Buy |
124,232
+12,332
| +11% | +$310K | 1.4% | 22 |
|
|
2018
Q2 | $2.83M | Buy |
111,900
+34,160
| +44% | +$865K | 1.31% | 24 |
|
|
2018
Q1 | $1.98M | Buy |
77,740
+53,650
| +223% | +$1.37M | 0.94% | 28 |
|
|
2017
Q4 | $627K | Buy |
24,090
+7,800
| +48% | +$203K | 0.24% | 31 |
|
|
2017
Q3 | $426K | Buy |
16,290
+30
| +0.2% | +$785 | 0.16% | 34 |
|
|
2017
Q2 | $425K | Buy |
16,260
+990
| +6% | +$25.9K | 0.17% | 31 |
|
|
2017
Q1 | $395K | Buy |
15,270
+5,400
| +55% | +$140K | 0.16% | 31 |
|
|
2016
Q4 | $254K | Buy |
+9,870
| New | +$254K | 0.11% | 34 |
|