Personal Capital 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
Q4
$895K Sell
39,228
-1,344
-3% -$30.7K ﹤0.01% 245
2022
Q3
$919K Sell
40,572
-1,960
-5% -$44.4K 0.01% 240
2022
Q2
$1.02M Buy
+42,532
New +$1.02M 0.01% 233
2021
Q1
Sell
-11,566
Closed -$324K 491
2020
Q4
$324K Buy
+11,566
New +$324K ﹤0.01% 371