CAWM
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Capital A Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Capital A Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-181
Closed -$4.11K – 880
2024
Q4 		$4.11K Buy
+181
New +$4.11K 0.01% 403