Souders Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
10,846
-98
| -0.9% | -$2.28K | 0.03% | 177 |
|
|
2025
Q1 | $253K | Sell |
10,944
-273
| -2% | -$6.32K | 0.04% | 163 |
|
|
2024
Q4 | $255K | Sell |
11,217
-1
| -0% | -$23 | 0.04% | 160 |
|
|
2024
Q3 | $267K | Sell |
11,218
-464
| -4% | -$11K | 0.04% | 148 |
|
|
2024
Q2 | $266K | Sell |
11,682
-982
| -8% | -$22.4K | 0.04% | 147 |
|
|
2024
Q1 | $291K | Sell |
12,664
-3,050
| -19% | -$70.2K | 0.05% | 144 |
|
|
2023
Q4 | $366K | Sell |
15,714
-705,774
| -98% | -$16.5M | 0.06% | 133 |
|
|
2023
Q3 | $16M | Buy |
721,488
+71,452
| +11% | +$1.58M | 3.06% | 7 |
|
|
2023
Q2 | $15M | Buy |
650,036
+9,742
| +2% | +$225K | 2.87% | 9 |
|
|
2023
Q1 | $15M | Buy |
640,294
+32,260
| +5% | +$757K | 3.19% | 6 |
|
|
2022
Q4 | $13.9M | Buy |
608,034
+35,586
| +6% | +$812K | 3.17% | 5 |
|
|
2022
Q3 | $13M | Sell |
572,448
-202,218
| -26% | -$4.58M | 3.52% | 5 |
|
|
2022
Q2 | $18.5M | Buy |
774,666
+549,810
| +245% | +$13.2M | 5.33% | 3 |
|
|
2022
Q1 | $5.69M | Buy |
224,856
+9,346
| +4% | +$236K | 1.64% | 12 |
|
|
2021
Q4 | $5.81M | Buy |
215,510
+22,504
| +12% | +$606K | 1.67% | 11 |
|
|
2021
Q3 | $5.24M | Buy |
193,006
+17,314
| +10% | +$470K | 1.69% | 13 |
|
|
2021
Q2 | $4.8M | Buy |
175,692
+21,992
| +14% | +$600K | 1.62% | 13 |
|
|
2021
Q1 | $4.15M | Buy |
153,700
+12,272
| +9% | +$331K | 1.62% | 11 |
|
|
2020
Q4 | $3.96M | Buy |
141,428
+3,878
| +3% | +$109K | 1.73% | 11 |
|
|
2020
Q3 | $3.82M | Buy |
137,550
+15,708
| +13% | +$436K | 1.81% | 12 |
|
|
2020
Q2 | $3.43M | Sell |
121,842
-39,170
| -24% | -$1.1M | 1.96% | 11 |
|
|
2020
Q1 | $4.37M | Buy |
+161,012
| New | +$4.37M | 3.86% | 6 |
|