Clear Creek Financial Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.88M	Buy	80,949 +45,238	+127%	+$1.06M	0.14%	154
2025 Q4	$835K	Buy	35,711 +2,485	+7%	+$58.4K	0.07%	272
2025 Q3	$780K	Sell	33,226 -352	-1%	-$8.18K	0.07%	277
2025 Q2	$780K	Sell	33,578 -35,706	-52%	-$819K	0.07%	271
2025 Q1	$1.6M	Buy	69,284 +3,775	+6%	+$86.5K	0.17%	128
2024 Q4	$1.49M	Buy	65,509 +4,397	+7%	+$102K	0.16%	129
2024 Q3	$1.45M	Buy	61,112 +7,738	+14%	+$181K	0.16%	121
2024 Q2	$1.22M	Sell	53,374 -2,412	-4%	-$54.7K	0.15%	133
2024 Q1	$1.28M	Buy	55,786 +1,082	+2%	+$24.9K	0.16%	118
2023 Q4	$1.28M	Buy	54,704 +38,492	+237%	+$861K	0.2%	94
2023 Q3	$359K	Buy	16,212 +2,512	+18%	+$56.9K	0.06%	212
2023 Q2	$316K	Buy	+13,700	New	+$319K	0.05%	236