OptiFour Integrated Wealth Management’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
2019
Q4
$2.87M Sell
2019
Q3
$3M Sell
2019
Q2
$2.98M Buy
2019
Q1
$2.88M Sell
2018
Q4
$2.86M Buy
2018
Q3
$2.84M Sell
2018
Q2
$2.93M Sell
2018
Q1
$3.03M Buy
2017
Q4
$3.04M Buy