Certus Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Certus Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Sell
2025 Q1	$280K	Hold
2024 Q4	$280K	Hold
2024 Q3	$291K	Hold
2024 Q2	$279K	Sell
2024 Q1	$292K	Sell
2023 Q4	$308K	Sell
2023 Q3	$294K	Hold
2023 Q2	$307K	Buy