Heritage Family Offices’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	$1.13M	Hold	49,012	–	–	0.57%	37
2025 Q1	$1.14M	Buy	49,012 +10,023	+26%	+$232K	0.58%	37
2024 Q4	$885K	Buy	38,989 +8,245	+27%	+$187K	0.44%	52
2024 Q3	$730K	Buy	30,744 +5,924	+24%	+$141K	0.38%	56
2024 Q2	$566K	Buy	+24,820	New	+$566K	0.31%	71