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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$749K	Buy
2025 Q2	$509K	Buy
2025 Q1	$378K	Buy
2024 Q4	$368K	Buy
2024 Q3	$238K	Buy