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Compass Ion Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Compass Ion Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,961
Closed -$639K – 58
2019
Q4 		$639K Buy
+11,961
New +$639K 0.33% 23