Grove Street Fiduciary’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.9M	Sell	469,303 -3,937	-0.8%	-$91.5K	5.26%	6
2025 Q1	$11M	Sell	473,240 -3,508	-0.7%	-$81.2K	5.56%	6
2024 Q4	$10.8M	Buy	+476,748	New	+$10.8M	5.68%	6