Midwest Capital Advisors’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	$2.17M	Sell	93,546 -80,094	-46%	-$1.86M	1.15%	19
2025 Q1	$4.02M	Sell	173,640 -52,174	-23%	-$1.21M	2.47%	13
2024 Q4	$5.13M	Buy	+225,814	New	+$5.13M	3.75%	7