Per Stirling Capital Management’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
2025
Q3
$291K Buy
2025
Q2
$287K Sell
2025
Q1
$291K Sell
2024
Q4
$286K Sell
2024
Q3
$739K Buy
2024
Q2
$692K Buy
2024
Q1
$268K Buy
2023
Q4
$224K Sell
2023
Q3
$230K Buy
2023
Q2
$239K Buy