EWM
SCHZ icon

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

EPG 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
Q1 		– Sell
-400
Closed -$9.08K – 443
2024
Q4 		$9.08K Hold
400
– – ﹤0.01% 381
2024
Q3 		$9.5K Buy
+400
New +$9.37K ﹤0.01% 377
2024
Q2 		– Sell
-400
Closed -$9.06K – 400
2024
Q1 		$9.2K Hold
400
– – ﹤0.01% 392
2023
Q4 		$9.09K Hold
400
– – ﹤0.01% 376
2023
Q3 		$8.85K Hold
400
– – ﹤0.01% 370
2023
Q2 		$9.23K Hold
400
– – ﹤0.01% 360
2023
Q1 		$9.38K Buy
+400
New +$9.31K ﹤0.01% 367

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OIA
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TWP
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