Bleakley 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
Q1
Sell
-27,396
Closed -$622K 898
2024
Q4
$622K Buy
+27,396
New +$622K 0.02% 557