Independence 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
2020
Q3
$58K Buy
2,056
+1,458
+244% +$41.1K 0.01% 119
2020
Q2
$17K Sell
598
-20
-3% -$569 ﹤0.01% 138
2020
Q1
$17K Sell
618
-22
-3% -$605 ﹤0.01% 126
2019
Q4
$17K Buy
+640
New +$17K ﹤0.01% 138