Diversify Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Diversify Wealth 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 Q2	$2.1M	Sell
2025 Q1	$2.21M	Sell
2024 Q4	$2.34M	Sell
2024 Q3	$2.52M	Buy
2024 Q2	$1.13M	Buy