Act Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Act Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.68M	Sell
2025 Q2	$2.08M	Buy
2025 Q1	$2.03M	Buy
2024 Q4	$1.89M	Buy
2024 Q3	$1.91M	Buy
2024 Q1	–	Sell
2023 Q4	$221K	Buy