Alterity Financial Group’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
Q3
Sell
-9,052
Closed -$217K 84
2022
Q2
$217K Buy
+9,052
New +$217K 0.32% 74
2021
Q4
$250K Buy
+9,290
New +$250K 0.27% 84
2021
Q1
$239K Buy
+9,458
New +$239K 0.29% 73