RFG Advisory’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
Q2
$233K Buy
2023
Q3
Sell
2023
Q2
$1.17M Buy
2023
Q1
$1.13M Sell
2022
Q4
$1.25M Buy