M1 Capital 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	$2.36M	Sell	101,422 -1,528	-1%	-$35.5K	1.19%	26
2025 Q1	$2.38M	Buy	102,950 +11,648	+13%	+$270K	1.49%	15
2024 Q4	$2.07M	Buy	+91,302	New	+$2.07M	1.12%	21