Independent Financial Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Independent Financial Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.77M	Buy
2025 Q4	$2.47M	Buy
2025 Q3	$2.46M	Sell
2025 Q2	$2.45M	Buy