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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.8M	Buy	851,946 +54,679	+7%	+$1.28M	2.46%	9
2025 Q4	$18.6M	Sell	797,267 -8,057	-1%	-$189K	2.28%	12
2025 Q3	$18.9M	Buy	805,324 +61,529	+8%	+$1.43M	2.37%	11
2025 Q2	$17.3M	Sell	743,795 -83,085	-10%	-$1.91M	2.4%	11
2025 Q1	$19.2M	Buy	826,880 +26,437	+3%	+$606K	2.86%	9
2024 Q4	$18.2M	Buy	800,443 +52,445	+7%	+$1.21M	2.7%	11
2024 Q3	$17.8M	Buy	+747,998	New	+$17.5M	2.73%	9
2024 Q2	–	Sell	-669,606	Closed	-$15.4M	–	260
2024 Q1	$15.4M	Buy	669,606 +64,488	+11%	+$1.48M	2.68%	8
2023 Q4	$14.1M	Sell	605,118 -97,018	-14%	-$2.17M	2.72%	7
2023 Q3	$15.5M	Sell	702,136 -25,664	-4%	-$582K	3.45%	5
2023 Q2	$16.8M	Buy	727,800 +36,972	+5%	+$860K	3.54%	7
2023 Q1	$16.2M	Buy	690,828 +215,254	+45%	+$5.01M	3.74%	4
2022 Q4	$10.9M	Buy	475,574 +39,326	+9%	+$895K	2.48%	10
2022 Q3	$9.88M	Sell	436,248 -16,778	-4%	-$399K	3.23%	6
2022 Q2	$10.8M	Buy	453,026 +34,358	+8%	+$832K	2.9%	7
2022 Q1	$10.6M	Buy	+418,668	New	+$10.9M	2.59%	10