RWM
RKL 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 | $698K | Sell |
30,037
-63,015
| -68% | -$1.46M | 0.06% | 110 |
|
|
2025
Q1 | $2.16M | Sell |
93,052
-16,845
| -15% | -$390K | 0.2% | 67 |
|
|
2024
Q4 | $2.49M | Buy |
109,897
+44,680
| +69% | +$1.01M | 0.22% | 61 |
|
|
2024
Q3 | $3.1M | Sell |
65,217
-3,183
| -5% | -$151K | 0.28% | 48 |
|
|
2024
Q2 | $3.12M | Buy |
68,400
+598
| +0.9% | +$27.3K | 0.3% | 46 |
|
|
2024
Q1 | $3.12M | Buy |
67,802
+1,280
| +2% | +$58.9K | 0.31% | 45 |
|
|
2023
Q4 | $3.1M | Buy |
66,522
+201
| +0.3% | +$9.37K | 0.34% | 45 |
|
|
2023
Q3 | $2.93M | Sell |
66,321
-395
| -0.6% | -$17.5K | 0.36% | 43 |
|
|
2023
Q2 | $3.08M | Sell |
66,716
-21
| -0% | -$969 | 0.36% | 42 |
|
|
2023
Q1 | $3.13M | Buy |
66,737
+461
| +0.7% | +$21.6K | 0.4% | 40 |
|
|
2022
Q4 | $3.03M | Sell |
66,276
-8,882
| -12% | -$405K | 0.4% | 39 |
|
|
2022
Q3 | $3.41M | Sell |
75,158
-720
| -0.9% | -$32.6K | 0.49% | 37 |
|
|
2022
Q2 | $3.63M | Sell |
75,878
-1,398
| -2% | -$66.9K | 0.5% | 36 |
|
|
2022
Q1 | $3.91M | Buy |
77,276
+49
| +0.1% | +$2.48K | 0.47% | 38 |
|
|
2021
Q4 | $4.16M | Buy |
77,227
+386
| +0.5% | +$20.8K | 0.49% | 38 |
|
|
2021
Q3 | $4.17M | Buy |
76,841
+4,352
| +6% | +$236K | 0.53% | 35 |
|
|
2021
Q2 | $3.96M | Buy |
72,489
+445
| +0.6% | +$24.3K | 0.5% | 35 |
|
|
2021
Q1 | $3.89M | Buy |
72,044
+2,266
| +3% | +$122K | 0.52% | 34 |
|
|
2020
Q4 | $3.91M | Sell |
69,778
-31
| -0% | -$1.74K | 0.55% | 36 |
|
|
2020
Q3 | $3.92M | Sell |
69,809
-874
| -1% | -$49K | 0.62% | 34 |
|
|
2020
Q2 | $3.98M | Sell |
70,683
-1,106
| -2% | -$62.2K | 0.68% | 34 |
|
|
2020
Q1 | $3.9M | Buy |
71,789
+3,230
| +5% | +$175K | 0.82% | 32 |
|
|
2019
Q4 | $3.66M | Buy |
68,559
+1,642
| +2% | +$87.7K | 0.66% | 35 |
|
|
2019
Q3 | $3.6M | Sell |
66,917
-19,224
| -22% | -$1.03M | 0.68% | 35 |
|
|
2019
Q2 | $4.56M | Buy |
86,141
+1,458
| +2% | +$77.2K | 0.84% | 32 |
|
|
2019
Q1 | $4.4M | Buy |
84,683
+10,471
| +14% | +$544K | 0.86% | 33 |
|
|
2018
Q4 | $3.75M | Sell |
74,212
-6,754
| -8% | -$342K | 0.87% | 33 |
|
|
2018
Q3 | $4.07M | Buy |
80,966
+7,611
| +10% | +$383K | 0.86% | 33 |
|
|
2018
Q2 | $3.71M | Buy |
73,355
+19,741
| +37% | +$999K | 0.84% | 32 |
|
|
2018
Q1 | $2.73M | Buy |
53,614
+23,127
| +76% | +$1.18M | 0.65% | 38 |
|
|
2017
Q4 | $1.59M | Buy |
+30,487
| New | +$1.59M | 0.39% | 57 |
|