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Kingswood Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kingswood Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$509K Buy
21,886
+5,568
+34% +$129K 0.04% 407
2025
Q1 		$378K Buy
16,318
+122
+0.8% +$2.83K 0.03% 471
2024
Q4 		$368K Buy
16,196
+6,162
+61% +$140K 0.03% 538
2024
Q3 		$238K Buy
+10,034
New +$238K 0.02% 630