Souders Financial Advisors’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 Q4	–	Sell	-10,847	Closed	-$255K	–	219
2025 Q3	$255K	Buy	10,847 +1	+0%	+$23	0.03%	181
2025 Q2	$252K	Sell	10,846 -98	-0.9%	-$2.25K	0.03%	177
2025 Q1	$253K	Sell	10,944 -273	-2%	-$6.25K	0.04%	163
2024 Q4	$255K	Sell	11,217 -1	-0%	-$23	0.04%	160
2024 Q3	$267K	Sell	11,218 -464	-4%	-$10.9K	0.04%	148
2024 Q2	$266K	Sell	11,682 -982	-8%	-$22.3K	0.04%	147
2024 Q1	$291K	Sell	12,664 -3,050	-19%	-$70.1K	0.05%	144
2023 Q4	$366K	Sell	15,714 -705,774	-98%	-$15.8M	0.06%	133
2023 Q3	$16M	Buy	721,488 +71,452	+11%	+$1.62M	3.06%	7
2023 Q2	$15M	Buy	650,036 +9,742	+2%	+$227K	2.87%	9
2023 Q1	$15M	Buy	640,294 +32,260	+5%	+$751K	3.19%	6
2022 Q4	$13.9M	Buy	608,034 +35,586	+6%	+$810K	3.17%	5
2022 Q3	$13M	Sell	572,448 -202,218	-26%	-$4.81M	3.52%	5
2022 Q2	$18.5M	Buy	774,666 +549,810	+245%	+$13.3M	5.33%	3
2022 Q1	$5.68M	Buy	224,856 +9,346	+4%	+$243K	1.64%	12
2021 Q4	$5.81M	Buy	215,510 +22,504	+12%	+$608K	1.67%	11
2021 Q3	$5.24M	Buy	193,006 +17,314	+10%	+$475K	1.69%	13
2021 Q2	$4.8M	Buy	175,692 +21,992	+14%	+$597K	1.62%	13
2021 Q1	$4.15M	Buy	153,700 +12,272	+9%	+$337K	1.62%	11
2020 Q4	$3.96M	Buy	141,428 +3,878	+3%	+$108K	1.73%	11
2020 Q3	$3.82M	Buy	137,550 +15,708	+13%	+$443K	1.81%	12
2020 Q2	$3.43M	Sell	121,842 -39,170	-24%	-$1.09M	1.96%	11
2020 Q1	$4.37M	Buy	+161,012	New	+$4.35M	3.86%	6