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

Lifelong 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 		$3.52M Sell
151,255
-1,009
-0.7% -$23.4K 1.17% 17
2025
Q1 		$3.53M Buy
152,264
+4,980
+3% +$115K 1.65% 12
2024
Q4 		$3.34M Buy
+147,284
New +$3.34M 1.5% 12