Fischer Financial Services’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	$4.13M	Buy	178,765 +17,550	+11%	+$406K	1.22%	25
2025 Q1	$3.73M	Buy	161,215 +70,060	+77%	+$1.62M	1.2%	26
2024 Q4	$2.07M	Buy	+91,155	New	+$2.07M	0.65%	32