Newport Wealth Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$462K Sell
2021
Q1
$525K Sell
2020
Q4
$3.29M Hold
2020
Q3
$3.29M Buy
2020
Q2
$1.28M Buy
2020
Q1
$457K Buy