Keebeck Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Keebeck Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$321K	Buy
2025 Q2	$282K	Sell
2025 Q1	$300K	Buy
2024 Q4	$239K	Hold
2024 Q3	$251K	Hold
2024 Q2	$240K	Buy
2024 Q1	$224K	Hold
2023 Q4	$227K	Buy