AWM
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Activest Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Activest Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-651
Closed -$35K – 369
2021
Q4 		$35K Hold
651
– – 0.02% 128
2021
Q3 		$35K Hold
651
– – 0.02% 130
2021
Q2 		$36K Hold
651
– – 0.03% 114
2021
Q1 		$35K Buy
+651
New +$35K 0.03% 120