Level Financial Advisors’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	-2,700	Closed	-$62.9K	–	228
2023 Q4	$62.9K	Buy	+2,700	New	+$62.9K	0.03%	105
2022 Q1	–	Sell	-1,482	Closed	-$40K	–	275
2021 Q4	$40K	Buy	+1,482	New	+$40K	0.03%	108