Jacobsen Capital 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
2019
Q4
Sell
-8,462
Closed -$227K 66
2019
Q3
$227K Buy
8,462
+60
+0.7% +$1.61K 0.22% 62
2019
Q2
$222K Buy
+8,402
New +$222K 0.22% 59