Aveo Capital Partners’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	–	Sell	-21,761	Closed	-$501K	–	126
2025 Q1	$501K	Buy	21,761 +6,949	+47%	+$160K	0.08%	112
2024 Q4	$336K	Buy	14,812 +3,236	+28%	+$73.5K	0.04%	265
2024 Q3	$275K	Buy	11,576 +2,008	+21%	+$47.7K	0.03%	291
2024 Q2	$218K	Buy	+9,568	New	+$218K	0.02%	299