New Wave 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 Q1	–	Sell	-830	Closed	-$18.8K	–	569
2024 Q4	$18.8K	Buy	+830	New	+$18.8K	0.01%	285
2024 Q3	–	Sell	-129,026	Closed	-$2.94M	–	162
2024 Q2	$2.94M	Buy	+129,026	New	+$2.94M	1.58%	19