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Ridgeline Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ridgeline Wealth’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$638K Sell
27,464
-2,958
-10% -$68.7K 0.52% 26
2025
Q1 		$705K Sell
30,422
-5,200
-15% -$120K 0.6% 24
2024
Q4 		$809K Buy
+35,622
New +$809K 0.66% 21