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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$323K Buy
2017
Q4 		– Hold
2017
Q3 		– Sell
2017
Q2 		$4K Sell
2017
Q1 		$8K Buy
2016
Q4 		$8K Sell
2016
Q3 		$16K Buy