WealthGarden F.S.’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	$456K	Sell	19,724 -1,593	-7%	-$36.8K	0.38%	79
2025 Q1	$494K	Sell	21,317 -1,607	-7%	-$37.2K	0.47%	71
2024 Q4	$520K	Buy	22,924 +7,774	+51%	+$176K	0.49%	64
2024 Q3	$360K	Buy	15,150 +1,074	+8%	+$25.5K	0.35%	84
2024 Q2	$321K	Buy	+14,076	New	+$321K	0.34%	85