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Exencial Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Exencial Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,332
Closed -$215K – 432
2023
Q2 		$215K Buy
+9,332
New +$215K 0.01% 411