Bell Investment 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
2022
Q3
Sell
-2,156
Closed -$52K 1927
2022
Q2
$52K Buy
+2,156
New +$52K 0.02% 135
2021
Q4
$58K Buy
2,136
+16
+0.8% +$434 0.02% 144
2021
Q3
$58K Buy
+2,120
New +$58K 0.02% 126