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Brio Consultants’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Brio Consultants’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-594,348
Closed -$15M – 91
2022
Q1 		$15M Buy
+594,348
New +$15M 3.2% 8