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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.86M Buy
2025
Q2
$1.74M Sell
2025
Q1
$2.07M Buy
2024
Q4
$1.86M Sell
2024
Q3
$1.8M Buy
2024
Q2
$1.92M Sell
2024
Q1
$1.97M Buy