SAW
Signal Advisors Wealth’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 | $2.03M | Buy |
87,238
+40,441
| +86% | +$940K | 0.16% | 128 |
|
|
2025
Q1 | $1.08M | Sell |
46,797
-7,033
| -13% | -$163K | 0.11% | 180 |
|
|
2024
Q4 | $1.22M | Buy |
53,830
+17,491
| +48% | +$397K | 0.14% | 159 |
|
|
2024
Q3 | $1.73M | Buy |
+36,339
| New | +$1.73M | 0.25% | 100 |
|
|
2024
Q2 | – | Sell |
-37,812
| Closed | -$1.74M | – | 242 |
|
|
2024
Q1 | $1.74M | Sell |
37,812
-1,036
| -3% | -$47.7K | 0.43% | 64 |
|
|
2023
Q4 | $1.81M | Buy |
+38,848
| New | +$1.81M | 0.63% | 51 |
|