Johnson Financial Group Inc (Wisconsin)’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
Q1
Sell
-27,044
Closed -$630K 968
2023
Q4
$630K Buy
+27,044
New +$630K 0.03% 161
2018
Q3
Sell
-4,918
Closed -$125K 560
2018
Q2
$125K Buy
+4,918
New +$125K 0.01% 246