PSI Advisors’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	$258K	Buy	11,113 +1,843	+20%	+$42.8K	0.13%	90
2025 Q1	$215K	Buy	9,270 +1,034	+13%	+$23.9K	0.07%	116
2024 Q4	$187K	Buy	+8,236	New	+$187K	0.06%	127