Costello Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Costello Asset 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 Q3	–	Sell
2025 Q2	$12.8K	Buy
2025 Q1	$12.7K	Buy
2021 Q1	–	Sell
2020 Q4	$20K	Hold
2020 Q3	$20K	Hold
2020 Q2	$20K	Buy