Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-136	Closed	-$3.15K	–	175
2025 Q1	$3.15K	Buy	136 +8	+6%	+$183	﹤0.01%	192
2024 Q4	$2.91K	Buy	128 +18	+16%	+$416	﹤0.01%	199
2024 Q3	$2.61K	Buy	110 +6	+6%	+$140	﹤0.01%	209
2024 Q2	$2.38K	Buy	104 +12	+13%	+$272	﹤0.01%	209
2024 Q1	$2.1K	Buy	92 +12	+15%	+$276	﹤0.01%	208
2023 Q4	$1.89K	Buy	80 +6	+8%	+$134	﹤0.01%	221
2023 Q3	$1.64K	Buy	74 +8	+12%	+$181	﹤0.01%	205
2023 Q2	$1.51K	Buy	66 +8	+14%	+$186	﹤0.01%	206
2023 Q1	$1.38K	Buy	58 +4	+7%	+$93	﹤0.01%	219
2022 Q4	$1.25K	Buy	54 +8	+17%	+$182	﹤0.01%	226
2022 Q3	$1K	Buy	46 +8	+21%	+$190	﹤0.01%	224
2022 Q2	$1K	Buy	38 +18	+90%	+$436	﹤0.01%	212
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	222
2021 Q4	$1K	Buy	+20	New	+$541	﹤0.01%	217