Univest Financial’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 Q1	–	Sell	-78,460	Closed	-$1.78M	–	286
2024 Q4	$1.78M	Buy	78,460 +65,988	+529%	+$1.5M	0.11%	124
2024 Q3	$296K	Buy	+12,472	New	+$296K	0.02%	240