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Baker Tilly Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Baker Tilly Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,954
Closed -$275K – 392
2024
Q1 		$275K Sell
11,954
-6,296
-34% -$145K 0.05% 361
2023
Q4 		$425K Sell
18,250
-318
-2% -$7.11K 0.07% 319
2023
Q3 		$411K Sell
18,568
-18,728
-50% -$424K 0.07% 301
2023
Q2 		$861K Sell
37,296
-538
-1% -$12.5K 0.09% 229
2023
Q1 		$887K Sell
37,834
-1,944
-5% -$45.2K 0.1% 218
2022
Q4 		$908K Sell
39,778
-3,052
-7% -$69.5K 0.11% 204
2022
Q3 		$970K Sell
42,830
-3,410
-7% -$81.2K 0.13% 170
2022
Q2 		$1.11M Buy
46,240
+806
+2% +$19.5K 0.15% 147
2022
Q1 		$1.15M Buy
+45,434
New +$1.18M 0.13% 168

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APP
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RIM
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Wealth Enhancement Advisory Services
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ML
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OIA
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