TPW
Tiller 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 | $227K | Buy |
+9,744
| New | +$227K | 0.09% | 56 |
|
|
2022
Q2 | – | Sell |
-4,070
| Closed | -$206K | – | 62 |
|
|
2022
Q1 | $206K | Buy |
4,070
+45
| +1% | +$2.28K | 0.12% | 53 |
|
|
2021
Q4 | $217K | Buy |
+4,025
| New | +$217K | 0.14% | 52 |
|
|
2018
Q2 | – | Sell |
-4,120
| Closed | -$210K | – | 46 |
|
|
2018
Q1 | $210K | Sell |
4,120
-59,112
| -93% | -$3.01M | 0.15% | 39 |
|
|
2017
Q4 | $3.29M | Buy |
+63,232
| New | +$3.29M | 2.5% | 18 |
|
|
2016
Q1 | – | Sell |
-14,967
| Closed | -$771K | – | 41 |
|
|
2015
Q4 | $771K | Buy |
+14,967
| New | +$771K | 0.74% | 21 |
|