Calton & Associates’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	$1.92M	Buy	82,515 +124	+0.2%	+$2.88K	0.33%	62
2025 Q1	$1.91M	Buy	+82,391	New	+$1.91M	0.44%	52