WealthTrak Capital 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	$1.09M	Buy	46,893 +6,728	+17%	+$156K	0.91%	33
2025 Q1	$930K	Buy	40,165 +1,202	+3%	+$27.8K	0.8%	31
2024 Q4	$884K	Buy	+38,963	New	+$884K	0.75%	35