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Twin Peaks Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Twin Peaks 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 		$188K Sell
8,128
-1,328
-14% -$30.8K 0.06% 160
2025
Q1 		$217K Buy
+9,456
New +$217K 0.1% 132