WealthShield 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
2026 Q1	$7.08M	Buy	304,718 +19,799	+7%	+$463K	0.79%	28
2025 Q4	$6.66M	Buy	284,919 +53,792	+23%	+$1.26M	0.73%	31
2025 Q3	$5.42M	Buy	231,127 +340	+0.1%	+$7.9K	0.62%	45
2025 Q2	$5.36M	Sell	230,787 -71,508	-24%	-$1.64M	0.65%	40
2025 Q1	$7M	Buy	302,295 +1,609	+0.5%	+$36.9K	0.9%	28
2024 Q4	$6.83M	Sell	300,686 -131,680	-30%	-$3.04M	0.97%	28
2024 Q3	$10.3M	Buy	432,366 +27,334	+7%	+$640K	1.39%	14
2024 Q2	$9.23M	Buy	405,032 +12,788	+3%	+$290K	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%	-$750K	0.92%	23
2023 Q3	$6.04M	Sell	273,246 -64,922	-19%	-$1.47M	0.91%	24
2023 Q2	$7.8M	Buy	338,168 +7,702	+2%	+$179K	1.18%	20
2023 Q1	$7.75M	Buy	330,466 +31,808	+11%	+$740K	1.25%	18
2022 Q4	$6.82M	Buy	298,658 +247,500	+484%	+$5.63M	1.31%	15
2022 Q3	$1.16M	Buy	51,158 +332	+0.7%	+$7.9K	0.23%	114
2022 Q2	$1.22M	Sell	50,826 -8,696	-15%	-$210K	0.24%	106
2022 Q1	$1.5M	Sell	59,522 -28,800	-33%	-$748K	0.24%	100
2021 Q4	$2.38M	Buy	88,322 +78,034	+758%	+$2.11M	0.4%	59
2021 Q3	$279K	Sell	10,288 -146,728	-93%	-$4.02M	0.07%	194
2021 Q2	$4.29M	Buy	157,016 +25,376	+19%	+$689K	0.67%	43
2021 Q1	$3.55M	Buy	131,640 +12,128	+10%	+$333K	0.64%	49
2020 Q4	$3.35M	Buy	119,512 +111,020	+1,307%	+$3.1M	0.62%	50
2020 Q3	$238K	Sell	8,492 -10	-0.1%	-$282	0.08%	225
2020 Q2	$239K	Sell	8,502 -920	-10%	-$25.6K	0.11%	176
2020 Q1	$256K	Sell	9,422 -910	-9%	-$24.6K	0.16%	129
2019 Q4	$276K	Buy	10,332 +466	+5%	+$12.5K	0.13%	145
2019 Q3	$266K	Buy	9,866 +708	+8%	+$18.9K	0.14%	140
2019 Q2	$243K	Sell	9,158 -2,066	-18%	-$53.7K	0.14%	136
2019 Q1	$291K	Buy	+11,224	New	+$286K	0.16%	108