Heritage Oak Wealth Advisors’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	$383K	Sell	16,468 -402	-2%	-$9.34K	0.15%	54
2025 Q1	$391K	Sell	16,870 -394	-2%	-$9.13K	0.17%	50
2024 Q4	$392K	Buy	+17,264	New	+$392K	0.18%	48
2024 Q3	–	Sell	-16,338	Closed	-$372K	–	203
2024 Q2	$372K	Buy	+16,338	New	+$372K	0.19%	72