Freedom Wealth Alliance’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
2023
Q3
$621K Sell
28,072
-2,172
-7% -$48K 1.02% 15
2023
Q2
$700K Buy
30,244
+1,804
+6% +$41.8K 0.98% 16
2023
Q1
$667K Buy
28,440
+5,082
+22% +$119K 1% 19
2022
Q4
$533K Buy
+23,358
New +$533K 0.75% 22