Hidden Cove Wealth Management’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	$3.41M	Sell	146,882 -45,377	-24%	-$1.05M	2.47%	11
2025 Q1	$4.45M	Buy	192,259 +18,165	+10%	+$421K	3.52%	7
2024 Q4	$3.95M	Buy	+174,094	New	+$3.95M	3.21%	8