Asset Dedication LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Asset Dedication 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 Q2	$93	Buy
2022 Q2	–	Sell
2022 Q1	$113K	Buy
2018 Q1	–	Sell
2017 Q4	$4K	Buy
2017 Q2	–	Sell
2017 Q1	$140K	Buy
2016 Q1	–	Sell
2015 Q4	$22K	Buy