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

Focus Partners Wealth’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$797K Buy
34,276
+6,087
+22% +$141K ﹤0.01% 1229
2025
Q1 		$653K Sell
28,189
-3,540
-11% -$82K ﹤0.01% 1214
2024
Q4 		$720K Sell
31,729
-3,037
-9% -$68.9K ﹤0.01% 1164
2024
Q3 		$826K Buy
+34,766
New +$826K ﹤0.01% 984