Bestgate Wealth Advisors’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	$4.23M	Hold	182,547	–	–	8.76%	3
2025 Q1	$4.23M	Buy	182,547 +4,453	+3%	+$103K	8.76%	3
2024 Q4	$4.04M	Buy	+178,094	New	+$4.04M	8.11%	3