Silver Oak Securities’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
Q1
Sell
-12,985
Closed -$295K 704
2024
Q4
$295K Buy
+12,985
New +$295K 0.03% 512
2023
Q3
Sell
-58,566
Closed -$1.35M 495
2023
Q2
$1.35M Buy
+58,566
New +$1.35M 0.22% 97