Quotient Wealth Partners’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
Sell
-18,371
Closed -$425K 351
2025
Q1
$425K Buy
+18,371
New +$425K 0.01% 196