Forvis Mazars Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Forvis Mazars Wealth Advisors’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 Q2	$300K	Sell
2025 Q1	$430K	Sell
2024 Q4	$754K	Sell
2024 Q3	$927K	Sell
2024 Q2	$916K	Buy
2024 Q1	$921K	Buy
2023 Q4	$829K	Buy
2023 Q3	$281K	Buy