Valley Forge Investment Consultants’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 | $981K | Buy |
42,227
+763
| +2% | +$17.7K | 0.31% | 33 |
|
|
2025
Q1 | $960K | Sell |
41,464
-44,557
| -52% | -$1.03M | 0.34% | 27 |
|
|
2024
Q4 | $1.95M | Buy |
86,021
+4,751
| +6% | +$108K | 0.67% | 19 |
|
|
2024
Q3 | $1.93M | Sell |
81,270
-2,590
| -3% | -$61.5K | 0.67% | 18 |
|
|
2024
Q2 | $1.91M | Sell |
83,860
-3,794
| -4% | -$86.5K | 0.72% | 16 |
|
|
2024
Q1 | $2.02M | Buy |
87,654
+3,472
| +4% | +$79.9K | 0.79% | 16 |
|
|
2023
Q4 | $1.96M | Sell |
84,182
-1,198
| -1% | -$27.9K | 0.87% | 15 |
|
|
2023
Q3 | $1.89M | Buy |
85,380
+7,548
| +10% | +$167K | 0.86% | 17 |
|
|
2023
Q2 | $1.8M | Sell |
77,832
-3,622
| -4% | -$83.6K | 0.88% | 18 |
|
|
2023
Q1 | $1.91M | Buy |
81,454
+2,836
| +4% | +$66.5K | 0.99% | 16 |
|
|
2022
Q4 | $1.79M | Buy |
78,618
+5,196
| +7% | +$119K | 0.95% | 15 |
|
|
2022
Q3 | $1.66M | Buy |
73,422
+2,012
| +3% | +$45.6K | 0.91% | 16 |
|
|
2022
Q2 | $1.71M | Sell |
71,410
-2,120
| -3% | -$50.7K | 0.85% | 17 |
|
|
2022
Q1 | $1.86M | Sell |
73,530
-28,836
| -28% | -$729K | 0.77% | 20 |
|
|
2021
Q4 | $2.76M | Buy |
102,366
+1,220
| +1% | +$32.9K | 1.22% | 13 |
|
|
2021
Q3 | $2.74M | Sell |
101,146
-3,642
| -3% | -$98.8K | 1.47% | 13 |
|
|
2021
Q2 | $2.86M | Sell |
104,788
-1,788
| -2% | -$48.8K | 1.55% | 14 |
|
|
2021
Q1 | $2.88M | Buy |
106,576
+28,498
| +36% | +$769K | 1.97% | 11 |
|
|
2020
Q4 | $2.19M | Buy |
+78,078
| New | +$2.19M | 1.9% | 13 |
|