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Beaird Harris Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Beaird Harris Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,144
Closed -$25.3K – 618
2023
Q3 		$25.3K Buy
+1,144
New +$25.3K ﹤0.01% 224