Mather Group’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	-2	Closed	-$46	–	1513
2025 Q1	$46	Sell	2 -2,752	-100%	-$63.3K	﹤0.01%	1773
2024 Q4	$62.5K	Buy	+2,754	New	+$62.5K	﹤0.01%	828