Charles Schwab Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,455
Closed -$238K 89
2021
Q1
$238K Buy
+5,455
New +$238K ﹤0.01% 81