Sax Wealth 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	$419K	Buy	18,043 +2,363	+15%	+$54.9K	0.03%	280
2025 Q1	$363K	Buy	+15,680	New	+$363K	0.03%	264