MSH 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	$1.26M	Buy	54,312 +15,328	+39%	+$356K	0.36%	78
2025 Q1	$903K	Buy	38,984 +15,818	+68%	+$366K	0.28%	97
2024 Q4	$526K	Buy	23,166 +2,064	+10%	+$46.9K	0.17%	146
2024 Q3	$501K	Buy	21,102 +6,390	+43%	+$152K	0.15%	147
2024 Q2	$335K	Buy	+14,712	New	+$335K	0.11%	174