Highwater Wealth Management’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
2019
Q3
$549K Buy
2019
Q2
$515K Sell
2019
Q1
$518K Buy
2018
Q4
$445K Buy
2018
Q1
Sell
2017
Q4
$628K Sell
2017
Q3
$755K Buy
2017
Q2
$726K Buy
2017
Q1
$462K Buy