WIA
World Investment Advisors’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 | $366K | Sell |
15,744
-15,781
| -50% | -$367K | 0.01% | 840 |
|
|
2025
Q1 | $730K | Sell |
31,525
-31,185
| -50% | -$722K | 0.02% | 582 |
|
|
2024
Q4 | $1.42M | Buy |
62,710
+30,676
| +96% | +$696K | 0.04% | 398 |
|
|
2024
Q3 | $1.52M | Sell |
32,034
-260
| -0.8% | -$12.4K | 0.05% | 348 |
|
|
2024
Q2 | $1.47M | Buy |
32,294
+4,668
| +17% | +$213K | 0.09% | 201 |
|
|
2024
Q1 | $1.27M | Buy |
27,626
+20,773
| +303% | +$956K | 0.18% | 115 |
|
|
2023
Q4 | $319K | Sell |
6,853
-79,963
| -92% | -$3.73M | 0.04% | 295 |
|
|
2023
Q3 | $3.84M | Sell |
86,816
-17,877
| -17% | -$791K | 0.76% | 27 |
|
|
2023
Q2 | $4.83M | Buy |
104,693
+4,001
| +4% | +$185K | 0.93% | 23 |
|
|
2023
Q1 | $4.72M | Buy |
100,692
+1,131
| +1% | +$53.1K | 0.98% | 24 |
|
|
2022
Q4 | $4.54M | Buy |
99,561
+1,392
| +1% | +$63.5K | 1.04% | 20 |
|
|
2022
Q3 | $4.45M | Buy |
98,169
+4,287
| +5% | +$194K | 1.06% | 22 |
|
|
2022
Q2 | $4.59M | Buy |
93,882
+3,353
| +4% | +$164K | 0.96% | 23 |
|
|
2022
Q1 | $4.58M | Buy |
90,529
+4,153
| +5% | +$210K | 0.95% | 22 |
|
|
2021
Q4 | $4.46M | Buy |
86,376
+9,369
| +12% | +$484K | 0.93% | 22 |
|
|
2021
Q3 | $4.18M | Buy |
77,007
+9,825
| +15% | +$533K | 0.95% | 20 |
|
|
2021
Q2 | $3.67M | Buy |
67,182
+5,108
| +8% | +$279K | 0.84% | 22 |
|
|
2021
Q1 | $3.35M | Buy |
62,074
+9,155
| +17% | +$494K | 0.81% | 23 |
|
|
2020
Q4 | $2.92M | Buy |
52,919
+12,962
| +32% | +$716K | 0.74% | 25 |
|
|
2020
Q3 | $2.24M | Buy |
39,957
+3,738
| +10% | +$210K | 0.77% | 27 |
|
|
2020
Q2 | $2.05M | Buy |
+36,219
| New | +$2.05M | 0.72% | 29 |
|