PFA
Pinnacle Family Advisors’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 | $901K | Sell |
38,774
-3,124
| -7% | -$72.6K | 0.44% | 43 |
|
|
2025
Q1 | $970K | Buy |
41,898
+2,133
| +5% | +$49.4K | 0.53% | 42 |
|
|
2024
Q4 | $903K | Buy |
39,765
+20,608
| +108% | +$468K | 0.44% | 46 |
|
|
2024
Q3 | $910K | Buy |
19,157
+592
| +3% | +$28.1K | 0.47% | 45 |
|
|
2024
Q2 | $846K | Sell |
18,565
-868
| -4% | -$39.6K | 0.47% | 41 |
|
|
2024
Q1 | $894K | Buy |
19,433
+158
| +0.8% | +$7.27K | 0.48% | 37 |
|
|
2023
Q4 | $899K | Sell |
19,275
-1,420
| -7% | -$66.2K | 0.53% | 36 |
|
|
2023
Q3 | $915K | Sell |
20,695
-2,172
| -9% | -$96.1K | 0.52% | 29 |
|
|
2023
Q2 | $1.06M | Buy |
22,867
+2,850
| +14% | +$132K | 0.57% | 30 |
|
|
2023
Q1 | $939K | Buy |
20,017
+2,377
| +13% | +$112K | 0.57% | 38 |
|
|
2022
Q4 | $805K | Sell |
17,640
-697
| -4% | -$31.8K | 0.58% | 39 |
|
|
2022
Q3 | $831K | Sell |
18,337
-289
| -2% | -$13.1K | 0.72% | 29 |
|
|
2022
Q2 | $892K | Buy |
18,626
+2,020
| +12% | +$96.7K | 0.73% | 28 |
|
|
2022
Q1 | $840K | Buy |
+16,606
| New | +$840K | 0.45% | 37 |
|