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TD Private Client Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

TD Private Client Wealth’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 		$849K Buy
36,544
+257
+0.7% +$5.97K 0.02% 390
2025
Q1 		$840K Buy
36,287
+8,535
+31% +$198K 0.02% 375
2024
Q4 		$630K Buy
+27,752
New +$630K 0.02% 422