Shared Vision Wealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Shared Vision Wealth Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Buy
2025 Q1	$1.34M	Buy
2024 Q4	$1.29M	Buy
2024 Q3	$1.24M	Sell
2024 Q2	$1.19M	Buy
2024 Q1	$696K	Sell
2023 Q4	$767K	Buy