Atomi Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
14,064
+2,191
+18% +$50.9K 0.01% 773
2025
Q1
$275K Buy
11,873
+1,580
+15% +$36.6K 0.01% 815
2024
Q4
$234K Buy
+10,293
New +$234K 0.01% 841