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Lowe Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lowe Wealth Advisors’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
Q1 		– Sell
-298
Closed -$6.8K – 358
2022
Q4 		$6.8K Hold
298
– – ﹤0.01% 237
2022
Q3 		$7K Hold
298
– – ﹤0.01% 223
2022
Q2 		$7K Hold
298
– – ﹤0.01% 212
2022
Q1 		$8K Buy
+298
New +$8K ﹤0.01% 217