Elios Financial Group’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	$2.23M	Buy	96,021 +7,844	+9%	+$182K	1.01%	23
2025 Q1	$2.04M	Sell	88,177 -650	-0.7%	-$15.1K	1.01%	24
2024 Q4	$2.02M	Buy	88,827 +1,221	+1%	+$27.7K	0.95%	26
2024 Q3	$2.08M	Buy	+87,606	New	+$2.08M	0.96%	27