L.J. Altfest & Co’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
Q2
Sell
-7,926
Closed -$206K 204
2019
Q1
$206K Buy
+7,926
New +$206K 0.05% 176
2018
Q2
Sell
-10,220
Closed -$261K 167
2018
Q1
$261K Sell
10,220
-16,886
-62% -$431K 0.11% 135
2017
Q4
$705K Buy
+27,106
New +$705K 0.27% 82