Vermillion Wealth Management’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
Q2
$679K Sell
29,234
-3,931
-12% -$91.4K 0.32% 38
2025
Q1
$768K Sell
33,165
-3,846
-10% -$89.1K 0.23% 57
2024
Q4
$840K Buy
+37,011
New +$840K 0.43% 32