Steele Capital Management’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 Q2	$250K	Hold	10,757	–	–	0.01%	79
2025 Q1	$249K	Buy	+10,757	New	+$249K	0.01%	78
2024 Q2	–	Sell	-19,184	Closed	-$441K	–	183
2024 Q1	$441K	Sell	19,184 -6,580	-26%	-$151K	0.03%	110
2023 Q4	$601K	Buy	+25,764	New	+$601K	0.04%	81