Motive Wealth 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
2022
Q2
Sell
-28,636
Closed -$724K 82
2022
Q1
$724K Buy
+28,636
New +$724K 0.5% 41