HC Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$457K Sell
2021
Q4
$513K Hold
2021
Q3
$516K Hold
2021
Q2
$520K Hold
2021
Q1
$513K Hold
2020
Q4
$533K Hold
2020
Q3
$534K Buy