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Milestone Asset Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Milestone Asset Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.61M Buy
+69,406
New +$1.61M 0.34% 52
2025
Q1 		– Sell
-317,155
Closed -$7.2M – 244
2024
Q4 		$7.2M Buy
+317,155
New +$7.2M 1.59% 11