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Mosaic Family Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mosaic Family Wealth’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,104
Closed -$367K – 164
2020
Q4 		$367K Buy
+13,104
New +$367K 0.12% 103