Arcadia Investment 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
2018
Q4
Sell
-9,040
Closed -$227K 69
2018
Q3
$227K Hold
9,040
0.18% 24
2018
Q2
$229K Sell
9,040
-3,828
-30% -$96.9K 0.18% 29
2018
Q1
$328K Hold
12,868
0.28% 22
2017
Q4
$335K Buy
+12,868
New +$335K 0.29% 22