WealthPLAN 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 | $4.04M | Sell |
173,802
-8,540
| -5% | -$198K | 0.65% | 39 |
|
|
2025
Q1 | $4.22M | Buy |
182,342
+9,669
| +6% | +$224K | 0.6% | 53 |
|
|
2024
Q4 | $3.92M | Buy |
172,673
+1,593
| +0.9% | +$36.2K | 0.56% | 59 |
|
|
2024
Q3 | $4.06M | Sell |
171,080
-6,652
| -4% | -$158K | 0.55% | 63 |
|
|
2024
Q2 | $4.05M | Buy |
177,732
+9,304
| +6% | +$212K | 0.43% | 66 |
|
|
2024
Q1 | $3.87M | Buy |
168,428
+6,614
| +4% | +$152K | 0.4% | 79 |
|
|
2023
Q4 | $3.77M | Buy |
161,814
+17,572
| +12% | +$410K | 0.39% | 79 |
|
|
2023
Q3 | $3.19M | Buy |
144,242
+16,554
| +13% | +$366K | 0.37% | 75 |
|
|
2023
Q2 | $2.95M | Sell |
127,688
-9,052
| -7% | -$209K | 0.42% | 68 |
|
|
2023
Q1 | $3.21M | Buy |
136,740
+19,702
| +17% | +$462K | 0.36% | 73 |
|
|
2022
Q4 | $2.71M | Buy |
+117,038
| New | +$2.71M | 0.19% | 103 |
|
|
2022
Q1 | $1.4M | Buy |
57,636
+16,160
| +39% | +$392K | 0.1% | 140 |
|
|
2021
Q4 | $1.09M | Buy |
+41,476
| New | +$1.09M | 0.07% | 167 |
|