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Alera Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Alera Investment 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 		$30.7M Buy
1,290,936
+751,178
+139% +$17.8M 3.6% 7
2024
Q2 		$12.3M Buy
+539,758
New +$12.3M 1.48% 18