GeoWealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GeoWealth Management’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	$1.13K	Buy
2025 Q1	$1.08K	Buy
2024 Q4	$630	Buy
2024 Q3	–	Hold
2021 Q3	–	Sell
2021 Q2	$3K	Hold
2021 Q1	$3K	Buy
2019 Q4	–	Sell
2019 Q3	$2.67M	Buy