TVWM
Tower View Wealth Management’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 | – | Sell |
-1,035
| Closed | -$24K | – | 202 |
|
|
2025
Q1 | $24K | Buy |
+1,035
| New | +$24K | 0.01% | 97 |
|
|
2023
Q1 | – | Sell |
-127
| Closed | -$6K | – | 164 |
|
|
2022
Q4 | $6K | Hold |
127
| – | – | ﹤0.01% | 134 |
|
|
2022
Q3 | $6K | Hold |
127
| – | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 133 |
|