Aries 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
2022
Q2
Sell
-207,978
Closed -$5.26M 224
2022
Q1
$5.26M Buy
+207,978
New +$5.26M 2.28% 19