Gupta 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
2016 Q1	$211K	Buy	7,986 +1,346	+20%	+$35.6K	0.05%	238
2015 Q4	$171K	Sell	6,640 -1,800	-21%	-$46.4K	0.04%	265
2015 Q3	$220K	Buy	8,440 +1,302	+18%	+$33.9K	0.05%	236
2015 Q2	$185K	Buy	7,138 +3,668	+106%	+$95.1K	0.05%	266
2015 Q1	$92K	Buy	+3,470	New	+$92K	0.03%	315