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Focus Partners Advisor Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Focus Partners Advisor Solutions’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.56M Sell
239,402
-192,429
-45% -$4.47M 0.07% 131
2025
Q1 		$10M Sell
431,831
-97,205
-18% -$2.25M 0.15% 81
2024
Q4 		$12M Buy
+529,036
New +$12M 0.2% 66