Investment Planning Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Investment Planning Advisors’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 Q3	$496K	Sell
2025 Q2	$520K	Sell
2025 Q1	$538K	Buy
2024 Q4	$468K	Buy
2024 Q3	$466K	Hold
2024 Q2	$466K	Buy