Cary Street Partners Investment Advisory’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cary Street Partners Investment Advisory’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
2025 Q4	$416K	Buy
2023 Q4	–	Sell
2023 Q3	$96.4K	Hold
2023 Q2	$101K	Hold
2023 Q1	$102K	Hold
2022 Q4	$99.5K	Buy
2022 Q3	–	Sell
2022 Q2	$173K	Buy