Ancora Family Wealth Advisors’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
2016
Q3
$14.3M Buy
532,878
+50,598
+10% +$1.36M 4.87% 2
2016
Q2
$13M Buy
482,280
+25,148
+6% +$675K 4.91% 2
2016
Q1
$12.1M Buy
457,132
+10,336
+2% +$273K 4.92% 1
2015
Q4
$11.5M Buy
446,796
+22,298
+5% +$574K 4.92% 1
2015
Q3
$11.1M Buy
+424,498
New +$11.1M 4.61% 2