Lenox Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lenox Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$13K	Buy
2020 Q1	$8K	Buy
2019 Q4	$8K	Sell
2019 Q3	$19K	Sell
2019 Q2	$27K	Hold
2019 Q1	$27K	Buy