Miracle Mile 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
2023
Q4
Sell
-10,318
Closed -$228K 524
2023
Q3
$228K Buy
10,318
+18
+0.2% +$398 0.01% 439
2023
Q2
$238K Sell
10,300
-2,632
-20% -$60.8K 0.01% 448
2023
Q1
$303K Buy
12,932
+620
+5% +$14.5K 0.01% 428
2022
Q4
$281K Buy
12,312
+1,042
+9% +$23.8K 0.01% 432
2022
Q3
$255K Sell
11,270
-5,078
-31% -$115K 0.01% 382
2022
Q2
$391K Buy
16,348
+3,724
+29% +$89.1K 0.02% 337
2022
Q1
$319K Buy
12,624
+958
+8% +$24.2K 0.01% 379
2021
Q4
$314K Buy
+11,666
New +$314K 0.01% 362