SPW
Sonoma Private 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 | $696K | Hold |
29,956
| – | – | 0.85% | 32 |
|
|
2025
Q1 | $694K | Sell |
29,956
-230
| -0.8% | -$5.33K | 0.96% | 31 |
|
|
2024
Q4 | $685K | Buy |
30,186
+17,856
| +145% | +$405K | 1.11% | 33 |
|
|
2024
Q3 | $586K | Buy |
12,330
+1,169
| +10% | +$55.6K | 0.91% | 36 |
|
|
2024
Q2 | $509K | Buy |
11,161
+1,370
| +14% | +$62.4K | 0.83% | 42 |
|
|
2024
Q1 | $450K | Buy |
9,791
+4,214
| +76% | +$194K | 0.72% | 47 |
|
|
2023
Q4 | $260K | Buy |
+5,577
| New | +$260K | 0.43% | 67 |
|