Omni 360 Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Omni 360 Wealth’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$813K	Buy
2025 Q2	$789K	Sell
2025 Q1	$796K	Buy
2024 Q4	$741K	Buy
2024 Q3	$726K	Sell
2024 Q2	$762K	Sell
2024 Q1	$973K	Buy
2023 Q4	$929K	Buy