Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-380
Closed -$8.4K – 422
2023
Q3 		$8.4K Buy
+380
New +$8.4K ﹤0.01% 345