MWG
SCHZ icon

Martin Worley Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Martin Worley Group’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 		$437K Sell
18,799
-248
-1% -$5.76K 0.21% 67
2025
Q1 		$441K Buy
19,047
+979
+5% +$22.7K 0.25% 63
2024
Q4 		$410K Buy
+18,068
New +$410K 0.26% 63