Beacon Pointe Wealth 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
2019
Q4
$672K Buy
25,142
+5,402
+27% +$144K 0.12% 136
2019
Q3
$531K Buy
19,740
+9,922
+101% +$267K 0.11% 151
2019
Q2
$259K Buy
+9,818
New +$259K 0.05% 229