HWM
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Hobbs Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$990K Sell
42,607
-209
-0.5% -$4.86K 0.95% 19
2025
Q1
$992K Sell
42,816
-1,231
-3% -$28.5K 1.1% 17
2024
Q4
$1,000K Buy
+44,047
New +$1,000K 1.14% 17