TWA
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Talisman Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Talisman Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$236K Buy
10,147
+44
+0.4% +$1.02K 0.22% 96
2025
Q1 		$234K Buy
+10,103
New +$234K 0.24% 92