Visionary 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 | – | Sell |
-29,476
| Closed | -$683K | – | 595 |
|
|
2025
Q1 | $683K | Buy |
29,476
+1,661
| +6% | +$38.5K | 0.04% | 301 |
|
|
2024
Q4 | $631K | Sell |
27,815
-1,141
| -4% | -$25.9K | 0.04% | 318 |
|
|
2024
Q3 | $688K | Sell |
28,956
-2,926
| -9% | -$69.5K | 0.04% | 302 |
|
|
2024
Q2 | $727K | Sell |
31,882
-15,842
| -33% | -$361K | 0.05% | 277 |
|
|
2024
Q1 | $1.1M | Sell |
47,724
-2,594
| -5% | -$59.7K | 0.07% | 227 |
|
|
2023
Q4 | $1.17M | Buy |
50,318
+868
| +2% | +$20.2K | 0.09% | 209 |
|
|
2023
Q3 | $1.09M | Sell |
49,450
-4,086
| -8% | -$90.4K | 0.09% | 198 |
|
|
2023
Q2 | $1.24M | Buy |
53,536
+11,686
| +28% | +$270K | 0.1% | 188 |
|
|
2023
Q1 | $982K | Buy |
+41,850
| New | +$982K | 0.08% | 193 |
|
|
2022
Q1 | – | Sell |
-224,466
| Closed | -$6.05M | – | 454 |
|
|
2021
Q4 | $6.05M | Buy |
+224,466
| New | +$6.05M | 0.5% | 51 |
|
|
2020
Q2 | – | Sell |
-142,516
| Closed | -$3.87M | – | 241 |
|
|
2020
Q1 | $3.87M | Buy |
+142,516
| New | +$3.87M | 0.73% | 45 |
|