Independent Advisor Alliance’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell
2024 Q4	$549K	Buy
2020 Q1	–	Sell
2019 Q4	$12M	Buy