Glass Jacobson Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Glass Jacobson Investment 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	–	Sell
2025 Q1	$148K	Hold
2024 Q4	$148K	Hold
2024 Q3	$154K	Hold
2024 Q2	$148K	Hold
2024 Q1	$150K	Buy