Heritage Family Offices’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Heritage Family Offices’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Sell
2025 Q2	$1.13M	Hold
2025 Q1	$1.14M	Buy
2024 Q4	$885K	Buy
2024 Q3	$730K	Buy
2024 Q2	$566K	Buy