Claro Advisors’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
$407K Buy
17,517
+6,113
+54% +$142K 0.07% 236
2025
Q1
$264K Buy
+11,404
New +$264K 0.04% 421