Emergent Wealth Advisors, LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Emergent Wealth Advisors, LLC’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.16M	Sell
2025 Q2	$3.19M	Sell
2025 Q1	$3.25M	Buy
2024 Q4	$3.11M	Buy