Institute for Wealth Management’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 Q1	–	Sell	-258	Closed	-$7K	–	622
2019 Q4	$7K	Buy	+258	New	+$7K	﹤0.01%	616
2018 Q1	–	Sell	-19,266	Closed	-$500K	–	375
2017 Q4	$500K	Buy	+19,266	New	+$500K	0.12%	220