WealthPlan Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

WealthPlan Investment Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$443K	Sell
2025 Q2	$476K	Buy
2023 Q1	–	Sell
2022 Q4	$2.72M	Buy
2022 Q3	$2.29M	Buy
2022 Q1	$1.4M	Buy