VSM Wealth Advisory’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
$4.12M Buy
177,281
+1,022
+0.6% +$23.8K 1.36% 18
2025
Q1
$4.08M Sell
176,259
-99
-0.1% -$2.29K 1.47% 19
2024
Q4
$4M Buy
+176,358
New +$4M 1.43% 19