Ledge Wealth 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
2023 Q1	–	Sell	-35,534	Closed	-$811K	–	73
2022 Q4	$811K	Sell	35,534 -56,340	-61%	-$1.29M	0.37%	47
2022 Q3	$2.08M	Sell	91,874 -21,000	-19%	-$476K	1.27%	19
2022 Q2	$2.7M	Buy	112,874 +41,936	+59%	+$1M	1.66%	15
2022 Q1	$1.79M	Buy	+70,938	New	+$1.79M	1.12%	28