CWC Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CWC Advisors’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	$737K	Hold
2025 Q2	$730K	Buy
2025 Q1	$700K	Sell
2024 Q4	$689K	Sell
2024 Q3	$753K	Buy