Focused Wealth Management’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
2019 Q1	–	Sell	-30,204	Closed	-$764K	–	716
2018 Q4	$764K	Buy	30,204 +23,476	+349%	+$594K	0.26%	59
2018 Q3	$169K	Sell	6,728 -54,650	-89%	-$1.37M	0.06%	164
2018 Q2	$1.55M	Buy	61,378 +56,750	+1,226%	+$1.44M	0.54%	37
2018 Q1	$118K	Buy	+4,628	New	+$118K	0.04%	225