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Sound Income Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sound Income Strategies’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 		– Sell
-306
Closed -$7.11K – 1810
2025
Q2 		$7.11K Sell
306
-976
-76% -$22.4K ﹤0.01% 1019
2025
Q1 		$29.7K Sell
1,282
-2,224
-63% -$50.9K ﹤0.01% 630
2024
Q4 		$79.6K Buy
3,506
+2,024
+137% +$46.8K ﹤0.01% 386
2024
Q3 		$35.2K Buy
+1,482
New +$34.7K ﹤0.01% 524
2024
Q1 		– Sell
-2,542
Closed -$59.3K – 1436
2023
Q4 		$59.3K Buy
+2,542
New +$56.9K ﹤0.01% 368
2023
Q1 		– Sell
-194
Closed -$4.43K – 1134
2022
Q4 		$4.43K Buy
+194
New +$4.42K ﹤0.01% 664

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APP
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Ameriprise
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CST
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TWP
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HighTower Advisors
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Wealth Enhancement Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return