Heritage Wealth Management (Arizona)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$566K	Buy
2024 Q1	$517K	Buy
2023 Q4	$518K	Buy
2022 Q4	$454K	Buy
2022 Q3	$197K	Sell
2022 Q2	$249K	Sell
2022 Q1	$1.38M	Buy
2021 Q3	$3.96M	Sell
2021 Q2	$5.8M	Buy