Waterloo Capital’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	$230K	Sell	9,909 -1,571	-14%	-$36.5K	0.02%	416
2025 Q1	$266K	Buy	11,480 +283	+3%	+$6.55K	0.02%	340
2024 Q4	$254K	Buy	+11,197	New	+$254K	0.03%	317
2020 Q1	$1.07M	Buy	+39,280	New	+$1.07M	0.76%	29