WealthPlan Investment 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	$476K	Buy	+20,485	New	+$476K	0.03%	240
2023 Q1	–	Sell	-117,038	Closed	-$2.72M	–	547
2022 Q4	$2.72M	Buy	117,038 +19,692	+20%	+$458K	0.19%	105
2022 Q3	$2.29M	Buy	+97,346	New	+$2.29M	0.17%	102
2022 Q1	$1.4M	Buy	+57,636	New	+$1.4M	0.1%	140