Integrated Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Integrated Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$2.72M	Buy
2016 Q4	$2.49M	Buy
2016 Q3	$2.13M	Buy
2016 Q2	$10K	Buy