Novus 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
$929K Sell
39,986
-1,604
-4% -$37.3K 1.42% 19
2025
Q1
$963K Buy
41,590
+2,245
+6% +$52K 0.97% 27
2024
Q4
$893K Buy
+39,345
New +$893K 0.89% 28