PAG
Powers Advisory Group’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 | $751K | Buy |
32,332
+3,422
| +12% | +$79.5K | 0.33% | 52 |
|
|
2025
Q1 | $670K | Buy |
28,910
+12,489
| +76% | +$289K | 0.32% | 55 |
|
|
2024
Q4 | $373K | Buy |
16,421
+8,295
| +102% | +$188K | 0.19% | 74 |
|
|
2024
Q3 | $386K | Buy |
8,126
+35
| +0.4% | +$1.66K | 0.19% | 72 |
|
|
2024
Q2 | $369K | Sell |
8,091
-68
| -0.8% | -$3.1K | 0.2% | 68 |
|
|
2024
Q1 | $375K | Sell |
8,159
-2,246
| -22% | -$103K | 0.21% | 68 |
|
|
2023
Q4 | $485K | Sell |
10,405
-301
| -3% | -$14K | 0.3% | 58 |
|
|
2023
Q3 | $474K | Sell |
10,706
-804
| -7% | -$35.6K | 0.32% | 55 |
|
|
2023
Q2 | $531K | Buy |
11,510
+29
| +0.3% | +$1.34K | 0.35% | 52 |
|
|
2023
Q1 | $539K | Sell |
11,481
-310
| -3% | -$14.5K | 0.38% | 51 |
|
|
2022
Q4 | $538K | Sell |
11,791
-310
| -3% | -$14.2K | 0.4% | 53 |
|
|
2022
Q3 | $548K | Sell |
12,101
-9
| -0.1% | -$408 | 0.44% | 50 |
|
|
2022
Q2 | $580K | Sell |
12,110
-3,727
| -24% | -$179K | 0.45% | 54 |
|
|
2022
Q1 | $801K | Sell |
15,837
-151,951
| -91% | -$7.69M | 0.56% | 43 |
|
|
2021
Q4 | $9.04M | Buy |
+167,788
| New | +$9.04M | 6.38% | 2 |
|