Phil A. Younker & Associates’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	$19.8M	Sell	850,254 -108,306	-11%	-$2.52M	19.48%	2
2025 Q1	$22.2M	Sell	958,560 -24,477	-2%	-$567K	21.85%	1
2024 Q4	$22.3M	Buy	+983,037	New	+$22.3M	22.3%	2