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

Tiller Private Wealth’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	$229K	Hold
2025 Q2	$227K	Buy
2022 Q2	–	Sell
2022 Q1	$206K	Buy
2021 Q4	$217K	Buy
2018 Q2	–	Sell
2018 Q1	$210K	Sell
2017 Q4	$3.29M	Buy
2016 Q1	–	Sell
2015 Q4	$771K	Buy