Equita Financial Network’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 Q3	–	Sell	-12,802	Closed	-$292K	–	86
2024 Q2	$292K	Sell	12,802 -4,766	-27%	-$109K	0.12%	64
2024 Q1	$404K	Buy	17,568 +6	+0%	+$138	0.18%	54
2023 Q4	$409K	Sell	17,562 -8	-0%	-$186	0.22%	50
2023 Q3	$389K	Buy	+17,570	New	+$389K	0.24%	45