Barry Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$215K Buy
2021
Q3
$216K Buy
2021
Q2
$216K Buy
2021
Q1
$213K Buy
2020
Q4
$221K Buy
2020
Q3
$220K Buy
2020
Q2
$220K Sell
2020
Q1
$470K Sell
2019
Q4
$25.7M Buy
2019
Q3
$25.6M Buy
2019
Q2
$25.1M Sell
2019
Q1
$25.2M Buy
2018
Q4
$1.73M Buy