Investment Planning Advisors’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	$520K	Sell	22,377 -834	-4%	-$19.4K	0.18%	47
2025 Q1	$538K	Buy	23,211 +2,611	+13%	+$60.5K	0.22%	48
2024 Q4	$468K	Buy	20,600 +174	+0.9%	+$3.95K	0.2%	47
2024 Q3	$466K	Hold	20,426	–	–	0.24%	45
2024 Q2	$466K	Buy	+20,426	New	+$466K	0.24%	45