Elwood & Goetz Wealth Advisory Group’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
2024 Q1	–	Sell	-45,862	Closed	-$1.07M	–	90
2023 Q4	$1.07M	Buy	45,862 +312	+0.7%	+$7.27K	0.23%	35
2023 Q3	$1.01M	Sell	45,550 -60,150	-57%	-$1.33M	0.23%	37
2023 Q2	$2.44M	Sell	105,700 -11,858	-10%	-$274K	0.56%	24
2023 Q1	$2.76M	Buy	+117,558	New	+$2.76M	0.66%	22