WFS
Walker Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
17,178
+100
| +0.6% | +$2.32K | 0.18% | 25 |
|
|
2025
Q1 | $396K | Sell |
17,078
-1,011
| -6% | -$23.4K | 0.21% | 19 |
|
|
2024
Q4 | $411K | Buy |
18,089
+8,985
| +99% | +$204K | 0.24% | 19 |
|
|
2024
Q3 | $433K | Sell |
9,104
-876
| -9% | -$41.6K | 0.29% | 18 |
|
|
2024
Q2 | $455K | Sell |
9,980
-279
| -3% | -$12.7K | 0.36% | 18 |
|
|
2024
Q1 | $472K | Buy |
10,259
+422
| +4% | +$19.4K | 0.39% | 18 |
|
|
2023
Q4 | $459K | Sell |
9,837
-29
| -0.3% | -$1.35K | 0.47% | 16 |
|
|
2023
Q3 | $436K | Sell |
9,866
-1
| -0% | -$44 | 0.42% | 17 |
|
|
2023
Q2 | $455K | Sell |
9,867
-25
| -0.3% | -$1.15K | 0.45% | 17 |
|
|
2023
Q1 | $464K | Hold |
9,892
| – | – | 0.48% | 16 |
|
|
2022
Q4 | $464K | Sell |
9,892
-1,180
| -11% | -$55.4K | 0.48% | 16 |
|
|
2022
Q3 | $502K | Buy |
11,072
+38
| +0.3% | +$1.72K | 0.47% | 16 |
|
|
2022
Q2 | $528K | Sell |
11,034
-3,896
| -26% | -$187K | 0.51% | 18 |
|
|
2022
Q1 | $755K | Buy |
+14,930
| New | +$755K | 0.69% | 17 |
|