Nalls Sherbakoff Group’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	$5.29M	Sell	226,750 -6,792	-3%	-$158K	4.71%	5
2023 Q3	$5.16M	Buy	233,542 +5,342	+2%	+$118K	5.02%	5
2023 Q2	$5.29M	Buy	228,200 +4,986	+2%	+$116K	5.2%	5
2023 Q1	$5.21M	Buy	+223,214	New	+$5.21M	5.19%	5
2018 Q4	$4.06M	Buy	+160,432	New	+$4.06M	6.49%	3