RWM
Reston Wealth Management’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 | $6.73M | Buy |
289,524
+13,828
| +5% | +$321K | 2.36% | 9 |
|
|
2025
Q1 | $6.39M | Sell |
275,696
-30,607
| -10% | -$709K | 2.58% | 8 |
|
|
2024
Q4 | $6.95M | Buy |
306,303
+171,774
| +128% | +$3.9M | 2.59% | 9 |
|
|
2024
Q3 | $6.39M | Buy |
134,529
+5,734
| +4% | +$272K | 2.31% | 9 |
|
|
2024
Q2 | $5.87M | Buy |
128,795
+993
| +0.8% | +$45.3K | 2.35% | 9 |
|
|
2024
Q1 | $5.88M | Buy |
127,802
+9,841
| +8% | +$453K | 2.39% | 9 |
|
|
2023
Q4 | $5.5M | Sell |
117,961
-12,765
| -10% | -$595K | 2.52% | 8 |
|
|
2023
Q3 | $5.78M | Buy |
130,726
+10,436
| +9% | +$462K | 2.92% | 8 |
|
|
2023
Q2 | $5.55M | Buy |
120,290
+2,353
| +2% | +$109K | 2.64% | 8 |
|
|
2023
Q1 | $5.53M | Sell |
117,937
-1,445
| -1% | -$67.8K | 2.89% | 8 |
|
|
2022
Q4 | $5.45M | Sell |
119,382
-27,861
| -19% | -$1.27M | 3.01% | 8 |
|
|
2022
Q3 | $6.67M | Buy |
147,243
+47,193
| +47% | +$2.14M | 3.97% | 7 |
|
|
2022
Q2 | $4.79M | Sell |
100,050
-46,356
| -32% | -$2.22M | 2.67% | 9 |
|
|
2022
Q1 | $7.4M | Buy |
146,406
+876
| +0.6% | +$44.3K | 3.8% | 7 |
|
|
2021
Q4 | $7.84M | Buy |
145,530
+8,522
| +6% | +$459K | 3.81% | 6 |
|
|
2021
Q3 | $7.43M | Buy |
137,008
+6,223
| +5% | +$338K | 3.87% | 7 |
|
|
2021
Q2 | $7.14M | Buy |
130,785
+46,411
| +55% | +$2.53M | 3.57% | 7 |
|
|
2021
Q1 | $4.55M | Buy |
84,374
+7,606
| +10% | +$410K | 2.38% | 10 |
|
|
2020
Q4 | $4.3M | Buy |
76,768
+5,981
| +8% | +$335K | 2.44% | 11 |
|
|
2020
Q3 | $3.97M | Buy |
70,787
+1,658
| +2% | +$93K | 2.55% | 10 |
|
|
2020
Q2 | $3.89M | Buy |
69,129
+13,771
| +25% | +$775K | 2.67% | 9 |
|
|
2020
Q1 | $3M | Sell |
55,358
-1,436
| -3% | -$77.9K | 2.41% | 12 |
|
|
2019
Q4 | $3.03M | Buy |
56,794
+12,647
| +29% | +$676K | 2.43% | 11 |
|
|
2019
Q3 | $2.38M | Buy |
44,147
+14,882
| +51% | +$801K | 2.12% | 12 |
|
|
2019
Q2 | $1.55M | Buy |
29,265
+214
| +0.7% | +$11.3K | 1.22% | 16 |
|
|
2019
Q1 | $1.5M | Buy |
29,051
+695
| +2% | +$35.9K | 1.2% | 17 |
|
|
2018
Q4 | $1.44M | Buy |
+28,356
| New | +$1.44M | 1.37% | 13 |
|