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Oregon Pacific Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Oregon Pacific Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$386K Buy
16,597
+1,410
+9% +$32.8K 0.37% 75
2025
Q1 		$352K Sell
15,187
-2,580
-15% -$59.8K 0.35% 79
2024
Q4 		$403K Buy
+17,767
New +$403K 0.4% 70