Stonekeep Investments’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	$4.12M	Buy	177,178 +29,913	+20%	+$695K	2.77%	10
2025 Q1	$3.41M	Buy	147,265 +32,558	+28%	+$754K	2.52%	11
2024 Q4	$2.6M	Sell	114,707 -9,795	-8%	-$222K	1.94%	12
2024 Q3	$2.96M	Buy	124,502 +5,502	+5%	+$131K	2.28%	10
2024 Q2	$2.71M	Buy	+119,000	New	+$2.71M	2.2%	10