Caliber Wealth Management (Kansas)’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	$220K	Sell	9,451 -536	-5%	-$12.5K	0.02%	262
2025 Q1	$231K	Buy	+9,987	New	+$231K	0.03%	223