Sage Financial Group’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	–	Sell	-9,652	Closed	-$224K	–	106
2025 Q1	$224K	Buy	+9,652	New	+$221K	0.02%	99
2024 Q2	–	Sell	-28,044	Closed	-$645K	–	105
2024 Q1	$645K	Sell	28,044 -7,174	-20%	-$165K	0.06%	60
2023 Q4	$821K	Buy	35,218 +9,116	+35%	+$204K	0.08%	51
2023 Q3	$577K	Hold	26,102	–	–	0.06%	56
2023 Q2	$602K	Hold	26,102	–	–	0.06%	54
2023 Q1	$612K	Sell	26,102 -3,582	-12%	-$83.3K	0.07%	55
2022 Q4	$678K	Sell	29,684 -1,688	-5%	-$38.4K	0.08%	53
2022 Q3	$711K	Buy	31,372 +21,500	+218%	+$512K	0.1%	48
2022 Q2	$236K	Buy	+9,872	New	+$239K	0.03%	82
2022 Q1	–	Sell	-127,198	Closed	-$3.43M	–	80
2021 Q4	$3.43M	Buy	127,198 +95,012	+295%	+$2.57M	0.36%	32
2021 Q3	$873K	Hold	32,186	–	–	0.11%	38
2021 Q2	$879K	Sell	32,186 -3,396	-10%	-$92.2K	0.11%	38
2021 Q1	$960K	Buy	35,582 +2,292	+7%	+$62.9K	0.13%	37
2020 Q4	$933K	Buy	33,290 +8	+0%	+$224	0.13%	37
2020 Q3	$933K	Hold	33,282	–	–	0.15%	33
2020 Q2	$936K	Sell	33,282 -3,950	-11%	-$110K	0.17%	33
2020 Q1	$1.01M	Buy	37,232 +418	+1%	+$11.3K	0.19%	36
2019 Q4	$983K	Buy	36,814 +566	+2%	+$15.2K	0.13%	38
2019 Q3	$976K	Buy	36,248 +80	+0.2%	+$2.14K	0.15%	38
2019 Q2	$958K	Sell	36,168 -1,064	-3%	-$27.7K	0.14%	40
2019 Q1	$966K	Sell	37,232 -18,962	-34%	-$484K	0.15%	39
2018 Q4	$1.42M	Buy	+56,194	New	+$1.4M	0.24%	37
2018 Q1	–	Sell	-44,816	Closed	-$1.17M	–	58
2017 Q4	$1.17M	Buy	+44,816	New	+$1.17M	0.23%	27