Northern Capital Management (Wisconsin)’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
2018
Q1
Sell
-25,150
Closed -$654K 164
2017
Q4
$654K Buy
25,150
+1,650
+7% +$42.9K 0.17% 139
2017
Q3
$615K Buy
+23,500
New +$615K 0.19% 130