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

Note Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Sell
15,068
-706
-4% -$16.4K 0.24% 54
2025
Q1 		$365K Buy
15,774
+560
+4% +$13K 0.3% 53
2024
Q4 		$345K Buy
+15,214
New +$345K 0.31% 55