BHK 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
2019
Q4
Sell
-83,962
Closed -$2.26M 78
2019
Q3
$2.26M Sell
83,962
-702
-0.8% -$18.9K 1.31% 16
2019
Q2
$2.24M Sell
84,664
-16,808
-17% -$445K 1.28% 17
2019
Q1
$2.63M Buy
+101,472
New +$2.63M 1.6% 15