Investor's Fiduciary Advisor Network’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
$1.34M Sell
57,543
-3,378
-6% -$78.5K 0.5% 54
2025
Q1
$1.41M Buy
60,921
+2,274
+4% +$52.6K 0.67% 47
2024
Q4
$1.33M Buy
+58,647
New +$1.33M 0.51% 55