Keystone Financial Group (Georgia)’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	$281K	Buy	12,246 +835	+7%	+$19.2K	0.18%	49
2025 Q1	$262K	Sell	11,411 -2,447	-18%	-$56.2K	0.18%	48
2024 Q4	$315K	Buy	+13,858	New	+$315K	0.25%	52