Argent 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
Q2
$6.87M Buy
244,168
+7,266
+3% +$204K 1.14% 21
2020
Q1
$6.48M Sell
236,902
-60,868
-20% -$1.67M 1.32% 20
2019
Q4
$7.96M Buy
+297,770
New +$7.96M 1.33% 20