Intrua Financial’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
2024 Q4	–	Sell	-25,066	Closed	-$596K	–	387
2024 Q3	$596K	Buy	25,066 +102	+0.4%	+$2.42K	0.09%	191
2024 Q2	$569K	Buy	24,964 +446	+2%	+$10.2K	0.08%	205
2024 Q1	$564K	Sell	24,518 -566	-2%	-$13K	0.08%	219
2023 Q4	$585K	Buy	+25,084	New	+$585K	0.09%	199