Madison Wealth Partners’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
2021 Q2	–	Sell	-17,804	Closed	-$499K	–	74
2021 Q1	$499K	Hold	17,804	–	–	0.35%	26
2020 Q4	$498K	Buy	+17,804	New	+$498K	0.33%	27