VERITY Wealth Advisors’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 | $908K | Buy |
39,067
+746
| +2% | +$17.3K | 0.61% | 31 |
|
|
2025
Q1 | $888K | Sell |
38,321
-7,553
| -16% | -$175K | 0.66% | 32 |
|
|
2024
Q4 | $1.04M | Buy |
45,874
+90
| +0.2% | +$2.04K | 0.75% | 27 |
|
|
2024
Q3 | $1.09M | Buy |
45,784
+64
| +0.1% | +$1.52K | 0.76% | 28 |
|
|
2024
Q2 | $1.04M | Buy |
45,720
+718
| +2% | +$16.4K | 0.78% | 25 |
|
|
2024
Q1 | $1.04M | Buy |
45,002
+268
| +0.6% | +$6.16K | 0.79% | 27 |
|
|
2023
Q4 | $1.04M | Sell |
44,734
-74,442
| -62% | -$1.74M | 0.9% | 23 |
|
|
2023
Q3 | $2.64M | Buy |
119,176
+7,368
| +7% | +$163K | 2.48% | 9 |
|
|
2023
Q2 | $2.58M | Sell |
111,808
-1,560
| -1% | -$36K | 2.32% | 9 |
|
|
2023
Q1 | $2.66M | Sell |
113,368
-2,638
| -2% | -$61.9K | 2.47% | 8 |
|
|
2022
Q4 | $2.65M | Sell |
116,006
-64,064
| -36% | -$1.46M | 2.6% | 6 |
|
|
2022
Q3 | $4.08M | Sell |
180,070
-3,564
| -2% | -$80.8K | 4.19% | 4 |
|
|
2022
Q2 | $4.4M | Sell |
183,634
-26,116
| -12% | -$625K | 4.27% | 4 |
|
|
2022
Q1 | $5.3M | Sell |
209,750
-42,446
| -17% | -$1.07M | 4.69% | 4 |
|
|
2021
Q4 | $6.8M | Buy |
252,196
+19,294
| +8% | +$520K | 5.65% | 4 |
|
|
2021
Q3 | $6.32M | Sell |
232,902
-8,656
| -4% | -$235K | 5.65% | 4 |
|
|
2021
Q2 | $6.6M | Buy |
241,558
+11,426
| +5% | +$312K | 5.98% | 4 |
|
|
2021
Q1 | $6.21M | Buy |
230,132
+24
| +0% | +$647 | 5.5% | 4 |
|
|
2020
Q4 | $6.45M | Sell |
230,108
-4,354
| -2% | -$122K | 5.86% | 4 |
|
|
2020
Q3 | $6.57M | Sell |
234,462
-1,210
| -0.5% | -$33.9K | 6.71% | 3 |
|
|
2020
Q2 | $6.63M | Sell |
235,672
-27,980
| -11% | -$787K | 7.08% | 3 |
|
|
2020
Q1 | $7.15M | Sell |
263,652
-111,068
| -30% | -$3.01M | 9.72% | 3 |
|
|
2019
Q4 | $10M | Buy |
374,720
+9,428
| +3% | +$252K | 9.64% | 2 |
|
|
2019
Q3 | $9.84M | Sell |
365,292
-4,210
| -1% | -$113K | 9.68% | 2 |
|
|
2019
Q2 | $9.79M | Buy |
369,502
+146,294
| +66% | +$3.88M | 9.63% | 2 |
|
|
2019
Q1 | $5.79M | Buy |
223,208
+97,988
| +78% | +$2.54M | 5.92% | 5 |
|
|
2018
Q4 | $3.17M | Buy |
+125,220
| New | +$3.17M | 3.64% | 10 |
|