Kelly Financial Group’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	$207K	Buy	+8,893	New	+$207K	0.06%	82
2025 Q1	–	Sell	-8,886	Closed	-$202K	–	86
2024 Q4	$202K	Buy	+8,886	New	+$202K	0.07%	73