WealthPLAN Partners’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
Q3 | $4.42M | Buy |
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|
2025
Q2 | $4.04M | Sell |
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|
2025
Q1 | $4.22M | Buy |
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|
2024
Q4 | $3.92M | Buy |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $3.87M | Buy |
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|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $3.19M | Buy |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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