Key Financial Inc’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
Q1
Sell
-1,414
Closed -$32.1K 1412
2024
Q4
$32.1K Buy
+1,414
New +$32.1K 0.01% 558