Independent Advisor Alliance’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 Q1	–	Sell	-24,184	Closed	-$549K	–	1267
2024 Q4	$549K	Buy	+24,184	New	+$549K	0.01%	934
2020 Q1	–	Sell	-450,222	Closed	-$12M	–	768
2019 Q4	$12M	Buy	+450,222	New	+$12M	0.52%	37