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Brady Martz Wealth Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Brady Martz Wealth Solutions’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.39M Sell
188,746
-173,335
-48% -$4.03M 0.85% 32
2025
Q1 		$8.39M Sell
362,081
-63,117
-15% -$1.46M 1.9% 10
2024
Q4 		$9.56M Buy
+425,198
New +$9.56M 2.31% 9