WealthShield 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 | $5.36M | Sell |
230,787
-71,508
| -24% | -$1.66M | 0.65% | 40 |
|
|
2025
Q1 | $7M | Buy |
302,295
+1,609
| +0.5% | +$37.3K | 0.9% | 28 |
|
|
2024
Q4 | $6.83M | Sell |
300,686
-131,680
| -30% | -$2.99M | 0.97% | 28 |
|
|
2024
Q3 | $10.3M | Buy |
432,366
+27,334
| +7% | +$649K | 1.39% | 14 |
|
|
2024
Q2 | $9.23M | Buy |
405,032
+12,788
| +3% | +$291K | 1.41% | 15 |
|
|
2024
Q1 | $9.02M | Buy |
392,244
+152,536
| +64% | +$3.51M | 1.46% | 11 |
|
|
2023
Q4 | $5.59M | Sell |
239,708
-33,538
| -12% | -$782K | 0.92% | 23 |
|
|
2023
Q3 | $6.04M | Sell |
273,246
-64,922
| -19% | -$1.44M | 0.91% | 24 |
|
|
2023
Q2 | $7.8M | Buy |
338,168
+7,702
| +2% | +$178K | 1.18% | 20 |
|
|
2023
Q1 | $7.75M | Buy |
330,466
+31,808
| +11% | +$746K | 1.25% | 18 |
|
|
2022
Q4 | $6.82M | Buy |
298,658
+247,500
| +484% | +$5.65M | 1.31% | 15 |
|
|
2022
Q3 | $1.16M | Buy |
51,158
+332
| +0.7% | +$7.52K | 0.23% | 114 |
|
|
2022
Q2 | $1.22M | Sell |
50,826
-8,696
| -15% | -$208K | 0.24% | 106 |
|
|
2022
Q1 | $1.51M | Sell |
59,522
-28,800
| -33% | -$728K | 0.24% | 100 |
|
|
2021
Q4 | $2.38M | Buy |
88,322
+78,034
| +758% | +$2.1M | 0.4% | 59 |
|
|
2021
Q3 | $279K | Sell |
10,288
-146,728
| -93% | -$3.98M | 0.07% | 194 |
|
|
2021
Q2 | $4.29M | Buy |
157,016
+25,376
| +19% | +$693K | 0.67% | 43 |
|
|
2021
Q1 | $3.55M | Buy |
131,640
+12,128
| +10% | +$327K | 0.64% | 49 |
|
|
2020
Q4 | $3.35M | Buy |
119,512
+111,020
| +1,307% | +$3.11M | 0.62% | 50 |
|
|
2020
Q3 | $238K | Sell |
8,492
-10
| -0.1% | -$280 | 0.08% | 225 |
|
|
2020
Q2 | $239K | Sell |
8,502
-920
| -10% | -$25.9K | 0.11% | 176 |
|
|
2020
Q1 | $256K | Sell |
9,422
-910
| -9% | -$24.7K | 0.16% | 129 |
|
|
2019
Q4 | $276K | Buy |
10,332
+466
| +5% | +$12.4K | 0.13% | 145 |
|
|
2019
Q3 | $266K | Buy |
9,866
+708
| +8% | +$19.1K | 0.14% | 140 |
|
|
2019
Q2 | $243K | Sell |
9,158
-2,066
| -18% | -$54.8K | 0.14% | 136 |
|
|
2019
Q1 | $291K | Buy |
+11,224
| New | +$291K | 0.16% | 108 |
|