Breiter Capital Management’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
2020
Q2
Sell
-14,744
Closed -$400K 117
2020
Q1
$400K Sell
14,744
-2,304
-14% -$62.5K 0.47% 66
2019
Q4
$455K Sell
17,048
-2,746
-14% -$73.3K 0.49% 57
2019
Q3
$533K Sell
19,794
-762
-4% -$20.5K 0.7% 47
2019
Q2
$545K Buy
+20,556
New +$545K 0.73% 43