Vertex Planning Partners’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 | $5.31M | Sell |
228,497
-143
| -0.1% | -$3.32K | 1.11% | 22 |
|
|
2025
Q1 | $5.3M | Buy |
228,640
+3,024
| +1% | +$70K | 1.16% | 23 |
|
|
2024
Q4 | $5.12M | Buy |
225,616
+5,984
| +3% | +$136K | 1.13% | 20 |
|
|
2024
Q3 | $5.22M | Buy |
219,632
+165,544
| +306% | +$3.93M | 1.25% | 17 |
|
|
2024
Q2 | $1.23M | Sell |
54,088
-1,202
| -2% | -$27.4K | 0.32% | 41 |
|
|
2024
Q1 | $1.27M | Buy |
55,290
+11,734
| +27% | +$270K | 0.35% | 40 |
|
|
2023
Q4 | $1.02M | Sell |
43,556
-3,764
| -8% | -$87.7K | 0.3% | 41 |
|
|
2023
Q3 | $1.05M | Buy |
47,320
+3,046
| +7% | +$67.4K | 0.36% | 38 |
|
|
2023
Q2 | $1.02M | Buy |
44,274
+2,330
| +6% | +$53.8K | 0.35% | 43 |
|
|
2023
Q1 | $984K | Buy |
41,944
+15,324
| +58% | +$359K | 0.37% | 40 |
|
|
2022
Q4 | $608K | Buy |
+26,620
| New | +$608K | 0.24% | 57 |
|