KHC
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Koesten Hirschmann & Crabtree’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.75K Buy
161
+1
+0.6% +$23 ﹤0.01% 196
2025
Q1
$3.7K Buy
160
+1
+0.6% +$23 ﹤0.01% 154
2024
Q4
$3.6K Buy
159
+80
+101% +$1.81K ﹤0.01% 147
2024
Q3
$3.74K Buy
79
+2
+3% +$95 ﹤0.01% 143
2024
Q2
$3.55K Hold
77
﹤0.01% 157
2024
Q1
$3.55K Hold
77
﹤0.01% 157
2023
Q4
$3.58K Buy
77
+1
+1% +$46 ﹤0.01% 143
2023
Q3
$3.35K Buy
76
+1
+1% +$44 ﹤0.01% 137
2023
Q2
$3.47K Buy
+75
New +$3.47K ﹤0.01% 126