Vantage Financial Partners (Wisconsin)’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 | $2.22M | Sell |
95,360
-2,825
| -3% | -$65.7K | 0.51% | 33 |
|
|
2025
Q1 | $2.27M | Sell |
98,185
-6,943
| -7% | -$161K | 0.57% | 29 |
|
|
2024
Q4 | $2.39M | Sell |
105,128
-3,660
| -3% | -$83.1K | 0.6% | 27 |
|
|
2024
Q3 | $2.58M | Sell |
108,788
-318,644
| -75% | -$7.57M | 0.64% | 21 |
|
|
2024
Q2 | $9.74M | Buy |
427,432
+12,292
| +3% | +$280K | 2.53% | 12 |
|
|
2024
Q1 | $9.55M | Buy |
415,140
+4,650
| +1% | +$107K | 2.57% | 12 |
|
|
2023
Q4 | $9.57M | Buy |
410,490
+20,748
| +5% | +$484K | 2.81% | 12 |
|
|
2023
Q3 | $8.62M | Buy |
389,742
+19,822
| +5% | +$438K | 3.39% | 10 |
|
|
2023
Q2 | $8.54M | Sell |
369,920
-1,090
| -0.3% | -$25.2K | 3.19% | 13 |
|
|
2023
Q1 | $8.7M | Buy |
+371,010
| New | +$8.7M | 3.46% | 9 |
|