Pure Financial Advisors’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 | $443K | Sell |
19,078
-4,798
| -20% | -$112K | 0.01% | 317 |
|
|
2025
Q1 | $553K | Hold |
23,876
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $542K | Buy |
23,876
+2,206
| +10% | +$50.1K | 0.01% | 208 |
|
|
2024
Q3 | $515K | Sell |
21,670
-490
| -2% | -$11.6K | 0.01% | 213 |
|
|
2024
Q2 | $505K | Buy |
22,160
+628
| +3% | +$14.3K | 0.01% | 200 |
|
|
2024
Q1 | $495K | Sell |
21,532
-36
| -0.2% | -$828 | 0.02% | 197 |
|
|
2023
Q4 | $503K | Sell |
21,568
-5,442
| -20% | -$127K | 0.02% | 190 |
|
|
2023
Q3 | $597K | Buy |
27,010
+290
| +1% | +$6.41K | 0.02% | 158 |
|
|
2023
Q2 | $617K | Buy |
26,720
+274
| +1% | +$6.32K | 0.03% | 152 |
|
|
2023
Q1 | $620K | Buy |
26,446
+136
| +0.5% | +$3.19K | 0.03% | 149 |
|
|
2022
Q4 | $601K | Sell |
26,310
-16,444
| -38% | -$375K | 0.03% | 145 |
|
|
2022
Q3 | $969K | Buy |
42,754
+1,160
| +3% | +$26.3K | 0.06% | 114 |
|
|
2022
Q2 | $996K | Buy |
41,594
+1,834
| +5% | +$43.9K | 0.06% | 111 |
|
|
2022
Q1 | $1.01M | Buy |
39,760
+14,760
| +59% | +$373K | 0.05% | 105 |
|
|
2021
Q4 | $674K | Sell |
25,000
-1,732
| -6% | -$46.7K | 0.03% | 121 |
|
|
2021
Q3 | $725K | Buy |
26,732
+192
| +0.7% | +$5.21K | 0.06% | 111 |
|
|
2021
Q2 | $725K | Sell |
26,540
-140
| -0.5% | -$3.82K | 0.06% | 109 |
|
|
2021
Q1 | $720K | Sell |
26,680
-74
| -0.3% | -$2K | 0.07% | 99 |
|
|
2020
Q4 | $750K | Buy |
26,754
+934
| +4% | +$26.2K | 0.09% | 95 |
|
|
2020
Q3 | $724K | Buy |
25,820
+254
| +1% | +$7.12K | 0.11% | 86 |
|
|
2020
Q2 | $719K | Sell |
25,566
-1,014
| -4% | -$28.5K | 0.11% | 82 |
|
|
2020
Q1 | $721K | Sell |
26,580
-26,370
| -50% | -$715K | 0.12% | 75 |
|
|
2019
Q4 | $1.42M | Sell |
52,950
-9,312
| -15% | -$249K | 0.24% | 56 |
|
|
2019
Q3 | $1.68M | Sell |
62,262
-58
| -0.1% | -$1.56K | 0.3% | 49 |
|
|
2019
Q2 | $1.65M | Buy |
62,320
+2,968
| +5% | +$78.7K | 0.3% | 50 |
|
|
2019
Q1 | $1.54M | Buy |
59,352
+14,152
| +31% | +$367K | 0.29% | 50 |
|
|
2018
Q4 | $1.14M | Sell |
45,200
-13,032
| -22% | -$330K | 0.23% | 53 |
|
|
2018
Q3 | $1.46M | Buy |
+58,232
| New | +$1.46M | 0.32% | 46 |
|
|
2017
Q4 | – | Sell |
-40,384
| Closed | -$1.06M | – | 83 |
|
|
2017
Q3 | $1.06M | Buy |
40,384
+1,700
| +4% | +$44.5K | 0.27% | 42 |
|
|
2017
Q2 | $1.01M | Buy |
38,684
+4,908
| +15% | +$128K | 0.27% | 43 |
|
|
2017
Q1 | $875K | Buy |
33,776
+2,088
| +7% | +$54.1K | 0.25% | 43 |
|
|
2016
Q4 | $816K | Buy |
31,688
+3,082
| +11% | +$79.4K | 0.24% | 45 |
|
|
2016
Q3 | $768K | Buy |
28,606
+16,232
| +131% | +$436K | 0.25% | 42 |
|
|
2016
Q2 | $332K | Sell |
12,374
-3,100
| -20% | -$83.2K | 0.11% | 75 |
|
|
2016
Q1 | $407K | Buy |
15,474
+434
| +3% | +$11.4K | 0.15% | 64 |
|
|
2015
Q4 | $387K | Buy |
15,040
+7,002
| +87% | +$180K | 0.17% | 48 |
|
|
2015
Q3 | $210K | Sell |
8,038
-6,158
| -43% | -$161K | 0.1% | 62 |
|
|
2015
Q2 | $367K | Sell |
14,196
-2,700
| -16% | -$69.8K | 0.18% | 49 |
|
|
2015
Q1 | $447K | Buy |
16,896
+1,316
| +8% | +$34.8K | 0.15% | 36 |
|
|
2014
Q4 | $408K | Buy |
15,580
+6,160
| +65% | +$161K | 0.14% | 43 |
|
|
2014
Q3 | $244K | Sell |
9,420
-4,920
| -34% | -$127K | 0.09% | 49 |
|
|
2014
Q2 | $372K | Sell |
14,340
-482
| -3% | -$12.5K | 0.14% | 42 |
|
|
2014
Q1 | $379K | Buy |
14,822
+756
| +5% | +$19.3K | 0.15% | 38 |
|
|
2013
Q4 | $354K | Buy |
14,066
+3,928
| +39% | +$98.9K | 0.15% | 41 |
|
|
2013
Q3 | $258K | Buy |
+10,138
| New | +$258K | 0.12% | 46 |
|