Curi RMB Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Curi RMB Capital’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	$4.43M	Sell
2025 Q2	$4.4M	Sell
2025 Q1	$5.06M	Sell
2024 Q4	$5.13M	Buy
2024 Q3	$5.15M	Buy
2024 Q2	$4.77M	Sell
2024 Q1	$5.18M	Buy