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Legacy Financial Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Legacy Financial Strategies’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$525K Buy
22,576
+229
+1% +$5.32K 0.1% 77
2025
Q1 		$518K Sell
22,347
-2,928
-12% -$67.8K 0.11% 69
2024
Q4 		$574K Buy
25,275
+12,803
+103% +$291K 0.12% 67
2024
Q3 		$593K Buy
+12,472
New +$593K 0.13% 66