Lord & Richards Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-524	Closed	-$12.1K	–	140
2025 Q1	$12.1K	Buy	+524	New	+$12.1K	0.01%	116