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AA Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

AA Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,286
Closed -$462K – 181
2024
Q2 		$462K Buy
20,286
+4,870
+32% +$111K 0.16% 103
2024
Q1 		$355K Buy
+15,416
New +$355K 0.14% 106