KF
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K2 Financial’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

K2 Financial’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Buy
51,522
+7,161
+16% +$164K 1.04% 31
2025
Q1 		$1.01M Buy
44,361
+2,791
+7% +$63.6K 0.99% 34
2024
Q4 		$934K Buy
+41,570
New +$934K 0.93% 34