Aevitas Wealth 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
2022
Q1
Sell
-8,696
Closed -$234K 126
2021
Q4
$234K Buy
8,696
+60
+0.7% +$1.62K 0.14% 114
2021
Q3
$234K Buy
8,636
+46
+0.5% +$1.25K 0.15% 116
2021
Q2
$235K Buy
+8,590
New +$235K 0.15% 115