SWM
SigFig 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 | $10.2M | Sell |
441,479
-1,065
| -0.2% | -$24.7K | 0.34% | 40 |
|
|
2025
Q1 | $5.48M | Buy |
442,544
+15,425
| +4% | +$191K | 0.2% | 51 |
|
|
2024
Q4 | $5.4M | Buy |
427,119
+229,549
| +116% | +$2.9M | 0.2% | 55 |
|
|
2024
Q3 | $5.86M | Buy |
197,570
+14,021
| +8% | +$416K | 0.21% | 50 |
|
|
2024
Q2 | $5.91M | Buy |
183,549
+20,178
| +12% | +$649K | 0.22% | 48 |
|
|
2024
Q1 | $5.74M | Buy |
163,371
+12,516
| +8% | +$440K | 0.21% | 48 |
|
|
2023
Q4 | $6.05M | Buy |
150,855
+19,830
| +15% | +$795K | 0.23% | 46 |
|
|
2023
Q3 | $5.7M | Sell |
131,025
-950
| -0.7% | -$41.3K | 0.23% | 43 |
|
|
2023
Q2 | $6.1M | Sell |
131,975
-805
| -0.6% | -$37.2K | 0.24% | 47 |
|
|
2023
Q1 | $6.09M | Sell |
132,780
-3,585
| -3% | -$164K | 0.34% | 39 |
|
|
2022
Q4 | $5.64M | Buy |
136,365
+7,680
| +6% | +$318K | 0.28% | 41 |
|
|
2022
Q3 | $5.39M | Buy |
128,685
+3,065
| +2% | +$128K | 0.28% | 41 |
|
|
2022
Q2 | $5.78M | Sell |
125,620
-15,163
| -11% | -$697K | 0.3% | 36 |
|
|
2022
Q1 | $6.47M | Buy |
140,783
+26,891
| +24% | +$1.24M | 0.31% | 33 |
|
|
2021
Q4 | $6.08M | Buy |
113,892
+1,859
| +2% | +$99.2K | 0.28% | 36 |
|
|
2021
Q3 | $6.08M | Buy |
112,033
+3,820
| +4% | +$207K | 0.3% | 34 |
|
|
2021
Q2 | $5.91M | Buy |
108,213
+10,604
| +11% | +$579K | 0.31% | 31 |
|
|
2021
Q1 | $5.27M | Buy |
97,609
+11,243
| +13% | +$607K | 0.32% | 28 |
|
|
2020
Q4 | $4.84M | Buy |
86,366
+14,804
| +21% | +$829K | 0.35% | 28 |
|
|
2020
Q3 | $4.02M | Buy |
71,562
+8,933
| +14% | +$502K | 0.37% | 28 |
|
|
2020
Q2 | $3.52M | Sell |
62,629
-1,113
| -2% | -$62.6K | 0.38% | 27 |
|
|
2020
Q1 | $3.46M | Sell |
63,742
-10,753
| -14% | -$584K | 0.47% | 26 |
|
|
2019
Q4 | $3.98M | Buy |
74,495
+529
| +0.7% | +$28.3K | 0.49% | 25 |
|
|
2019
Q3 | $3.98M | Buy |
73,966
+5,428
| +8% | +$292K | 0.57% | 25 |
|
|
2019
Q2 | $3.63M | Buy |
68,538
+1,999
| +3% | +$106K | 0.57% | 29 |
|
|
2019
Q1 | $3.45M | Sell |
66,539
-2,313
| -3% | -$120K | 0.61% | 29 |
|
|
2018
Q4 | $3.48M | Sell |
68,852
-2,890
| -4% | -$146K | 0.74% | 29 |
|
|
2018
Q3 | $3.61M | Sell |
71,742
-1,752
| -2% | -$88K | 0.75% | 28 |
|
|
2018
Q2 | $3.72M | Sell |
73,494
-22,960
| -24% | -$1.16M | 0.96% | 28 |
|
|
2018
Q1 | $4.92M | Buy |
96,454
+68,687
| +247% | +$3.5M | 2.87% | 13 |
|
|
2017
Q4 | $1.44M | Buy |
27,767
+4,624
| +20% | +$240K | 0.69% | 27 |
|
|
2017
Q3 | $1.21M | Sell |
23,143
-342
| -1% | -$17.9K | 0.81% | 17 |
|
|
2017
Q2 | $1.23M | Sell |
23,485
-1,444
| -6% | -$75.4K | 0.9% | 17 |
|
|
2017
Q1 | $1.29M | Buy |
24,929
+360
| +1% | +$18.6K | 1.03% | 16 |
|
|
2016
Q4 | $1.27M | Buy |
+24,569
| New | +$1.27M | 1.09% | 16 |
|