Keystone Financial Group (Georgia)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Keystone Financial Group (Georgia)’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 Q3	$222K	Sell
2025 Q2	$281K	Buy
2025 Q1	$262K	Sell
2024 Q4	$315K	Buy