Coordinated Financial Services’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	$1.35M	Buy	58,084 +1,093	+2%	+$25.4K	0.93%	26
2025 Q1	$1.32M	Buy	56,991 +7,351	+15%	+$170K	1.01%	26
2024 Q4	$1.13M	Buy	+49,640	New	+$1.13M	0.88%	33
2024 Q2	$1.06M	Buy	46,602 +1,102	+2%	+$25.1K	0.91%	32
2024 Q1	$1.05M	Buy	+45,500	New	+$1.05M	0.91%	30