Hutchens & Kramer Investment Management Group’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
Sell
-23,696
Closed -$549K 173
2025
Q1
$549K Sell
23,696
-188
-0.8% -$4.35K 0.3% 64
2024
Q4
$542K Buy
23,884
+2,436
+11% +$55.3K 0.29% 66
2024
Q3
$510K Buy
+21,448
New +$510K 0.28% 69