Phil A. Younker & Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Phil A. Younker & Associates’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	$28.3M	Buy
2025 Q2	$19.8M	Sell
2025 Q1	$22.2M	Sell
2024 Q4	$22.3M	Buy