Wedmont Private Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Wedmont Private Capital’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	$512K	Buy
2025 Q2	$452K	Hold
2025 Q1	$446K	Hold
2024 Q4	$441K	Hold
2024 Q3	$458K	Sell
2024 Q2	$483K	Buy
2024 Q1	$450K	Buy
2023 Q4	$454K	Sell
2023 Q3	$550K	Buy