Aprio 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
2020 Q3	–	Sell	-7,804	Closed	-$219K	–	73
2020 Q2	$219K	Sell	7,804 -660	-8%	-$18.5K	0.21%	65
2020 Q1	$230K	Buy	+8,464	New	+$230K	0.29%	51