MN Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Buy
2025
Q2
$317K Buy
2024
Q3
Sell
2024
Q2
$2.35M Buy
2024
Q1
$2.34M Buy
2023
Q4
$2.12M Buy