Burk Holdings’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	$299K	Hold	12,871	–	–	0.19%	49
2025 Q1	$298K	Buy	12,871 +9	+0.1%	+$208	0.23%	47
2024 Q4	$292K	Buy	+12,862	New	+$292K	0.24%	45