MN Wealth 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	$317K	Buy	+13,653	New	+$317K	0.18%	87
2024 Q3	–	Sell	-103,022	Closed	-$2.35M	–	103
2024 Q2	$2.35M	Buy	103,022 +1,292	+1%	+$29.4K	1.36%	17
2024 Q1	$2.34M	Buy	101,730 +10,864	+12%	+$250K	1.45%	16
2023 Q4	$2.12M	Buy	+90,866	New	+$2.12M	1.46%	14