GK Wealth Management’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
2026
Q1
Sell
2025
Q4
$1.22M Buy
2025
Q3
$1.14M Buy
2025
Q2
$1.09M Buy
2025
Q1
$602K Buy
2024
Q4
$500K Buy