Wagner Wealth Management (South Carolina)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.08K | Buy |
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|
2025
Q3 | $3.05K | Sell |
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|
2025
Q2 | $13.4K | Sell |
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|
2025
Q1 | $122K | Buy |
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|
2024
Q4 | $103K | Buy |
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|
2024
Q3 | $82.6K | Buy |
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|
2024
Q2 | $72.9K | Buy |
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|
2024
Q1 | $65K | Buy |
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|
2023
Q4 | $55.7K | Buy |
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|
2023
Q3 | $44K | Buy |
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|
2023
Q2 | $27.3K | Buy |
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|
2023
Q1 | $20.1K | Sell |
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|
2022
Q4 | $52.7K | Buy |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $49K | Buy |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $61K | Sell |
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|
2021
Q3 | $68K | Sell |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | $89K | Sell |
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|
2020
Q4 | $138K | Buy |
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|
2018
Q3 | $333K | Sell |
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|
2018
Q2 | $415K | Sell |
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|
2018
Q1 | $457K | Sell |
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|
2017
Q4 | $491K | Buy |
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