Parkshore Wealth Management’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
$233K Sell
10,008
-1,542
-13% -$35.8K 0.11% 60
2025
Q1
$267K Sell
11,550
-1
-0% -$23 0.16% 56
2024
Q4
$262K Buy
+11,551
New +$262K 0.16% 59