GWM
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GK Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GK Wealth Management’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 		$1.09M Buy
46,995
+21,016
+81% +$488K 0.98% 24
2025
Q1 		$602K Buy
25,979
+3,949
+18% +$91.5K 0.69% 36
2024
Q4 		$500K Buy
+22,030
New +$500K 0.63% 39