Golden State Equity Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Golden State Equity Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$341K	Hold
2025 Q2	$338K	Hold
2025 Q1	$337K	Hold
2024 Q4	$330K	Buy
2024 Q3	–	Sell
2024 Q2	$332K	Buy
2023 Q4	$221K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Buy