Huber 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
2020
Q1
$912K Sell
2019
Q4
$946K Sell
2019
Q3
$1.98M Sell
2019
Q2
$2.26M Sell
2019
Q1
$2.25M Sell
2018
Q4
$5.85M Buy
2018
Q3
$1.89M Sell
2018
Q2
$2.02M Buy
2018
Q1
$1.89M Buy
2017
Q4
$1.59M Buy