Kestra Private Wealth Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kestra Private Wealth Services’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$710K	Buy
2025 Q1	$518K	Buy
2024 Q4	$494K	Buy
2024 Q3	$509K	Buy
2024 Q2	$485K	Sell
2024 Q1	$505K	Sell
2023 Q4	$536K	Buy
2023 Q3	$453K	Buy