Hoover Financial Advisors’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
2021
Q2
Sell
-5,332
Closed -$144K 684
2021
Q1
$144K Sell
5,332
-5,466
-51% -$148K 0.03% 160
2020
Q4
$300K Buy
10,798
+188
+2% +$5.22K 0.07% 77
2020
Q3
$297K Buy
10,610
+190
+2% +$5.32K 0.1% 70
2020
Q2
$293K Buy
+10,420
New +$293K 0.11% 71