TWM
TSA 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 | $22.7M | Sell |
976,395
-128,741
| -12% | -$2.99M | 8.29% | 2 |
|
|
2025
Q1 | $25.6M | Sell |
1,105,136
-54,343
| -5% | -$1.26M | 10.18% | 2 |
|
|
2024
Q4 | $26.3M | Buy |
1,159,479
+550,324
| +90% | +$12.5M | 10.71% | 2 |
|
|
2024
Q3 | $28.9M | Buy |
609,155
+93,051
| +18% | +$4.42M | 11.66% | 2 |
|
|
2024
Q2 | $23.5M | Buy |
516,104
+73,585
| +17% | +$3.35M | 10.02% | 2 |
|
|
2024
Q1 | $20.4M | Buy |
442,519
+40,320
| +10% | +$1.85M | 8.87% | 3 |
|
|
2023
Q4 | $18.8M | Buy |
+402,199
| New | +$18.8M | 8.74% | 3 |
|