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Haven Private’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Haven Private’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 		$825K Sell
35,518
-7,137
-17% -$166K 0.37% 68
2025
Q1 		$988K Sell
42,655
-2,787
-6% -$64.5K 0.56% 44
2024
Q4 		$1.03M Buy
+45,442
New +$1.03M 0.58% 41