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Worth Financial Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Worth Financial Advisory Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,839
Closed -$848K – 170
2024
Q3 		$848K Buy
17,839
+1,660
+10% +$78.9K 0.5% 50
2024
Q2 		$737K Buy
16,179
+5,559
+52% +$253K 0.48% 50
2024
Q1 		$489K Buy
+10,620
New +$489K 0.34% 77