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

Simplicity Wealth’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 Q3	$2.47M	Buy
2025 Q2	$563K	Buy
2025 Q1	$212K	Buy
2024 Q4	–	Sell
2024 Q3	$298K	Sell
2024 Q2	$415K	Buy
2024 Q1	$409K	Buy
2023 Q4	$319K	Buy