UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,349
| Closed | -$378K | – | 123 |
|
|
2022
Q3 | $378K | Sell |
8,349
-25
| -0.3% | -$1.13K | 0.19% | 90 |
|
|
2022
Q2 | $401K | Sell |
8,374
-14
| -0.2% | -$670 | 0.2% | 89 |
|
|
2022
Q1 | $424K | Sell |
8,388
-1,568
| -16% | -$79.3K | 0.18% | 89 |
|
|
2021
Q4 | $537K | Sell |
9,956
-1,821
| -15% | -$98.2K | 0.22% | 81 |
|
|
2021
Q3 | $639K | Buy |
+11,777
| New | +$639K | 0.28% | 71 |
|
|
2021
Q2 | – | Sell |
-13,171
| Closed | -$710K | – | 113 |
|
|
2021
Q1 | $710K | Sell |
13,171
-138,100
| -91% | -$7.44M | 0.34% | 63 |
|
|
2020
Q4 | $8.48M | Sell |
151,271
-14,262
| -9% | -$799K | 4.07% | 8 |
|
|
2020
Q3 | $9.3K | Buy |
165,533
+1,173
| +0.7% | +$66 | 1.45% | 9 |
|
|
2020
Q2 | $9.24M | Buy |
164,360
+27,324
| +20% | +$1.54M | 4.91% | 7 |
|
|
2020
Q1 | $7.44M | Sell |
137,036
-54,851
| -29% | -$2.98M | 4.59% | 6 |
|
|
2019
Q4 | $10.3M | Buy |
191,887
+19,904
| +12% | +$1.06M | 5.31% | 6 |
|
|
2019
Q3 | $9.26M | Sell |
171,983
-16,529
| -9% | -$890K | 4.78% | 8 |
|
|
2019
Q2 | $9.99K | Buy |
188,512
+22,109
| +13% | +$1.17K | 4.28% | 8 |
|
|
2019
Q1 | $8.63M | Buy |
166,403
+61,684
| +59% | +$3.2M | 6.14% | 8 |
|
|
2018
Q4 | $5.3M | Sell |
104,719
-53,496
| -34% | -$2.71M | 4.33% | 13 |
|
|
2018
Q3 | $7.95M | Buy |
+158,215
| New | +$7.95M | 5.7% | 8 |
|