SVWG
Shared Vision Wealth 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 | $1.34M | Buy |
58,040
+300
| +0.5% | +$6.93K | 0.67% | 28 |
|
|
2025
Q1 | $1.34M | Buy |
57,740
+912
| +2% | +$21.1K | 0.73% | 26 |
|
|
2024
Q4 | $1.29M | Buy |
56,828
+30,749
| +118% | +$698K | 0.68% | 23 |
|
|
2024
Q3 | $1.24M | Sell |
26,079
-133
| -0.5% | -$6.32K | 0.66% | 24 |
|
|
2024
Q2 | $1.19M | Buy |
26,212
+11,084
| +73% | +$505K | 0.7% | 23 |
|
|
2024
Q1 | $696K | Sell |
15,128
-1,324
| -8% | -$60.9K | 0.43% | 32 |
|
|
2023
Q4 | $767K | Buy |
+16,452
| New | +$767K | 0.51% | 28 |
|