MSWM
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McGlone Suttner Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

McGlone Suttner Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-222
Closed -$5.19K – 681
2023
Q4 		$5.19K Buy
+222
New +$5.19K ﹤0.01% 573