Spire Wealth Management’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 | $128K | Sell |
5,524
-1,116
| -17% | -$25.9K | ﹤0.01% | 885 |
|
|
2025
Q1 | $154K | Buy |
6,640
+35
| +0.5% | +$811 | ﹤0.01% | 886 |
|
|
2024
Q4 | $150K | Sell |
6,605
-669
| -9% | -$15.2K | ﹤0.01% | 904 |
|
|
2024
Q3 | $173K | Sell |
7,274
-34
| -0.5% | -$808 | 0.01% | 772 |
|
|
2024
Q2 | $167K | Sell |
7,308
-4,216
| -37% | -$96.1K | 0.01% | 756 |
|
|
2024
Q1 | $265K | Buy |
11,524
+894
| +8% | +$20.6K | ﹤0.01% | 702 |
|
|
2023
Q4 | $245K | Sell |
10,630
-104
| -1% | -$2.39K | 0.01% | 706 |
|
|
2023
Q3 | $237K | Buy |
10,734
+4
| +0% | +$88 | 0.01% | 665 |
|
|
2023
Q2 | $248K | Sell |
10,730
-1,474
| -12% | -$34K | 0.01% | 663 |
|
|
2023
Q1 | $286K | Buy |
12,204
+5,876
| +93% | +$138K | 0.01% | 625 |
|
|
2022
Q4 | $144K | Buy |
6,328
+112
| +2% | +$2.55K | 0.01% | 632 |
|
|
2022
Q3 | $141K | Sell |
6,216
-1,602
| -20% | -$36.3K | 0.01% | 612 |
|
|
2022
Q2 | $187K | Sell |
7,818
-6,456
| -45% | -$154K | 0.01% | 796 |
|
|
2022
Q1 | $361K | Sell |
14,274
-11,838
| -45% | -$299K | 0.01% | 666 |
|
|
2021
Q4 | $704K | Sell |
26,112
-5,402
| -17% | -$146K | 0.02% | 588 |
|
|
2021
Q3 | $855K | Buy |
31,514
+494
| +2% | +$13.4K | 0.02% | 447 |
|
|
2021
Q2 | $847K | Sell |
31,020
-105,478
| -77% | -$2.88M | 0.02% | 471 |
|
|
2021
Q1 | $3.68M | Buy |
+136,498
| New | +$3.68M | 0.1% | 189 |
|