Merriman Wealth Management’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
2018
Q4
Sell
-319,380
Closed -$8.02M 205
2018
Q3
$8.02M Buy
319,380
+1,230
+0.4% +$30.9K 1.71% 12
2018
Q2
$8.06M Buy
+318,150
New +$8.06M 1.84% 11